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
$317M
AUM Growth
+$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
454
New
Increased
Reduced
Closed

Top Buys

1 +$6.42M
2 +$4.02M
3 +$3.62M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.6M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.3M

Top Sells

1 +$3.33M
2 +$3.28M
3 +$705K
4
AAPL icon
Apple
AAPL
+$627K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$492K

Sector Composition

1 Technology 2.61%
2 Energy 2.45%
3 Consumer Staples 2.27%
4 Financials 2.08%
5 Healthcare 1.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$9K ﹤0.01%
168
+1
327
$8K ﹤0.01%
133
+1
328
$8K ﹤0.01%
+100
329
$8K ﹤0.01%
+94
330
$8K ﹤0.01%
+400
331
$8K ﹤0.01%
100
-521
332
$8K ﹤0.01%
804
333
$8K ﹤0.01%
96
334
$7K ﹤0.01%
142
335
$7K ﹤0.01%
184
336
$7K ﹤0.01%
50
337
$7K ﹤0.01%
153
338
$7K ﹤0.01%
57
339
$7K ﹤0.01%
167
340
$7K ﹤0.01%
150
341
$7K ﹤0.01%
125
342
$7K ﹤0.01%
204
343
$7K ﹤0.01%
72
344
$7K ﹤0.01%
138
345
$7K ﹤0.01%
100
346
$7K ﹤0.01%
152
347
$6K ﹤0.01%
50
348
$6K ﹤0.01%
208
349
$6K ﹤0.01%
69
350
$6K ﹤0.01%
400