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MA

MCF Advisors Portfolio holdings

AUM $2.28B
1-Year Est. Return 14.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$510M
AUM Growth
+$6.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
569
New
Increased
Reduced
Closed

Top Buys

1 +$4.54M
2 +$4.3M
3 +$3.77M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$2.1M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$1.51M

Sector Composition

1 Financials 2.98%
2 Consumer Staples 1.23%
3 Energy 1.15%
4 Technology 1.11%
5 Healthcare 1.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$12K ﹤0.01%
40
327
$12K ﹤0.01%
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328
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267
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180
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$12K ﹤0.01%
295
333
$12K ﹤0.01%
228
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$11K ﹤0.01%
422
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$11K ﹤0.01%
240
336
$11K ﹤0.01%
+750
337
$11K ﹤0.01%
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75
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340
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341
$10K ﹤0.01%
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+33
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$10K ﹤0.01%
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$10K ﹤0.01%
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$10K ﹤0.01%
+339
346
$10K ﹤0.01%
+302
347
$10K ﹤0.01%
+380
348
$10K ﹤0.01%
217
349
$10K ﹤0.01%
472
350
$9K ﹤0.01%
110
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