MA
MCF Advisors Portfolio holdings
AUM
$1.51B
1-Year Return
11.12%
This Quarter Return
+3.99%
1 Year Return
+11.12%
3 Year Return
+41.11%
5 Year Return
+65.13%
10 Year Return
+108.06%
AUM
$539M
AUM Growth
+$29.4M
(+5.8%)
Cap. Flow
+$9.69M
Cap. Flow
% of AUM
1.8%
Top 10 Holdings %
Top 10 Hldgs %
73.13%
Holding
537
New
22
Increased
115
Reduced
74
Closed
44
Top Buys
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$2.89M |
| 2 |
Schwab US Large- Cap ETF
SCHX
|
$1.64M |
| 3 |
Schwab US Aggregate Bond ETF
SCHZ
|
$1.2M |
| 4 |
MGIC Investment
MTG
|
$960K |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$952K |
Top Sells
| 1 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$1.28M |
| 2 |
Schwab US Broad Market ETF
SCHB
|
$463K |
| 3 |
iShares MSCI EAFE ETF
EFA
|
$344K |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$243K |
| 5 |
Truist Financial
TFC
|
$237K |
Sector Composition
| 1 | Financials | 3.13% |
| 2 | Consumer Staples | 1.21% |
| 3 | Energy | 1.14% |
| 4 | Technology | 1.08% |
| 5 | Healthcare | 1.05% |
