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
$1.39B
AUM Growth
-$34.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,037
New
Increased
Reduced
Closed

Top Buys

1
+$4.59M
2
+$3.02M
3
+$3M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.54M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.36M

Top Sells

1
+$7.98M
2
+$4.87M
3
+$1.95M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.85M
5
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$1.26M

Sector Composition

1 Technology 4%
2 Financials 2.74%
3 Healthcare 1.38%
4 Industrials 1.25%
5 Consumer Staples 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$88.8K 0.01%
701
327
$88.2K 0.01%
306
+8
328
$87.4K 0.01%
3,500
329
$87.2K 0.01%
8,817
-802
330
$86.4K 0.01%
1,511
331
$85.8K 0.01%
2,280
332
$85.6K 0.01%
1,341
333
$83.3K 0.01%
1,500
334
$83.2K 0.01%
704
335
$82.5K 0.01%
215
-225
336
$81.9K 0.01%
639
+14
337
$81.5K 0.01%
616
338
$81K 0.01%
167
-7
339
$79.9K 0.01%
727
-279
340
$79.4K 0.01%
972
+2
341
$78.9K 0.01%
1,201
-51
342
$77K 0.01%
4,060
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343
$76.7K 0.01%
600
344
$76.6K 0.01%
500
-24
345
$75.9K 0.01%
680
-21
346
$75.9K 0.01%
273
-5
347
$75.1K 0.01%
679
348
$74.2K 0.01%
146
-4
349
$73.7K 0.01%
2,036
350
$72.7K 0.01%
6,509
+4
12 13
14
15 16