MA

MCF Advisors Portfolio holdings

AUM $1.51B
1-Year Est. Return 11.12%
This Quarter Est. Return
1 Year Est. Return
+11.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$398M
AUM Growth
-$3.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
471
New
Increased
Reduced
Closed

Top Buys

1 +$4.85M
2 +$735K
3 +$700K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$610K
5
XOM icon
Exxon Mobil
XOM
+$506K

Top Sells

1 +$5.84M
2 +$1.32M
3 +$398K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$282K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$193K

Sector Composition

1 Financials 2.6%
2 Consumer Staples 1.68%
3 Energy 1.57%
4 Healthcare 1.26%
5 Technology 0.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$11K ﹤0.01%
+472
327
$11K ﹤0.01%
+563
328
$11K ﹤0.01%
+448
329
$10K ﹤0.01%
166
330
$10K ﹤0.01%
228
331
$10K ﹤0.01%
500
332
$10K ﹤0.01%
199
333
$10K ﹤0.01%
208
+2
334
$10K ﹤0.01%
+130
335
$10K ﹤0.01%
295
-226
336
$10K ﹤0.01%
176
337
$9K ﹤0.01%
387
+3
338
$9K ﹤0.01%
913
339
$9K ﹤0.01%
+210
340
$9K ﹤0.01%
500
341
$9K ﹤0.01%
300
342
$9K ﹤0.01%
+365
343
$9K ﹤0.01%
+90
344
$9K ﹤0.01%
+90
345
$9K ﹤0.01%
375
346
$9K ﹤0.01%
152
347
$8K ﹤0.01%
+150
348
$8K ﹤0.01%
+160
349
$8K ﹤0.01%
200
350
$8K ﹤0.01%
250