MA

MCF Advisors Portfolio holdings

AUM $1.63B
1-Year Est. Return 11.28%
This Quarter Est. Return
1 Year Est. Return
+11.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$838M
AUM Growth
+$80.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
503
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$3.83M
3
+$1.58M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$696K
5
BCI icon
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI
+$638K

Top Sells

1
+$4.92M
2
+$3.44M
3
+$2.88M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.64M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.99M

Sector Composition

1 Technology 2.25%
2 Consumer Discretionary 1.9%
3 Financials 1.79%
4 Healthcare 1.28%
5 Industrials 0.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$35K ﹤0.01%
326
277
$35K ﹤0.01%
2,357
278
$35K ﹤0.01%
450
279
$35K ﹤0.01%
+89
280
$34K ﹤0.01%
1,521
281
$34K ﹤0.01%
374
282
$34K ﹤0.01%
+300
283
$33K ﹤0.01%
125
284
$33K ﹤0.01%
187
285
$33K ﹤0.01%
776
+8
286
$33K ﹤0.01%
654
287
$33K ﹤0.01%
261
-10
288
$33K ﹤0.01%
524
289
$33K ﹤0.01%
390
290
$33K ﹤0.01%
575
291
$33K ﹤0.01%
420
292
$32K ﹤0.01%
604
+50
293
$32K ﹤0.01%
150
294
$32K ﹤0.01%
413
-398
295
$31K ﹤0.01%
409
296
$31K ﹤0.01%
400
297
$31K ﹤0.01%
1,135
+25
298
$31K ﹤0.01%
377
299
$31K ﹤0.01%
731
+17
300
$30K ﹤0.01%
117
10 11
12
13 14