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
$1.29B
AUM Growth
+$67.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,043
New
Increased
Reduced
Closed

Top Buys

1
+$6.22M
2
+$5.95M
3
+$2.24M
4
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$2.21M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.35M

Top Sells

1
+$12.3M
2
+$2.43M
3
+$2.38M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.92M
5
JPM icon
JPMorgan Chase
JPM
+$1.89M

Sector Composition

1 Technology 4.05%
2 Financials 2.21%
3 Healthcare 1.55%
4 Industrials 1.38%
5 Consumer Discretionary 1.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$78.2K 0.01%
286
-9
327
$76.7K 0.01%
176
328
$75.7K 0.01%
2,133
329
$74.6K 0.01%
647
330
$74K 0.01%
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331
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267
+198
332
$69.9K 0.01%
324
-15
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$68.7K 0.01%
756
335
$68K 0.01%
280
+2
336
$66.8K 0.01%
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-129
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$66.1K 0.01%
348
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158
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$65.6K 0.01%
319
340
$65.2K 0.01%
612
341
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2,650
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342
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388
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344
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30,000
345
$62.9K ﹤0.01%
2,340
-1,467
346
$62.4K ﹤0.01%
4,425
+1,506
347
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1,005
348
$62K ﹤0.01%
288
+3
349
$60.8K ﹤0.01%
295
350
$60.3K ﹤0.01%
315
-31
12 13
14
15 16