MA
MCF Advisors Portfolio holdings
AUM
$1.51B
1-Year Return
11.12%
This Quarter Return
+3.58%
1 Year Return
+11.12%
3 Year Return
+41.11%
5 Year Return
+65.13%
10 Year Return
+108.06%
AUM
$422M
AUM Growth
+$13.9M
(+3.4%)
Cap. Flow
-$87.2K
Cap. Flow
% of AUM
-0.02%
Top 10 Holdings %
Top 10 Hldgs %
71.57%
Holding
577
New
19
Increased
95
Reduced
126
Closed
124
Top Buys
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
+$5.38M |
| 2 |
Schwab International Equity ETF
SCHF
|
+$1.2M |
| 3 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$954K |
| 4 |
Real Estate Select Sector SPDR Fund
XLRE
|
+$926K |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
+$717K |
Top Sells
| 1 |
iShares MSCI All Country Asia ex Japan ETF
AAXJ
|
+$2.24M |
| 2 |
Procter & Gamble
PG
|
+$1.13M |
| 3 |
Vanguard Growth ETF
VUG
|
+$824K |
| 4 |
Berkshire Hathaway Class A
BRK.A
|
+$651K |
| 5 |
Financial Select Sector SPDR Fund
XLF
|
+$558K |
Sector Composition
| 1 | Financials | 1.99% |
| 2 | Energy | 1.8% |
| 3 | Consumer Staples | 1.43% |
| 4 | Healthcare | 1.14% |
| 5 | Technology | 1% |
