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
$317M
AUM Growth
+$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
454
New
Increased
Reduced
Closed

Top Buys

1
+$6.42M
2
+$4.02M
3
+$3.62M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.6M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.3M

Top Sells

1
+$3.33M
2
+$3.28M
3
+$705K
4
AAPL icon
Apple
AAPL
+$627K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$492K

Sector Composition

1 Technology 2.61%
2 Energy 2.45%
3 Consumer Staples 2.27%
4 Financials 2.08%
5 Healthcare 1.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$6K ﹤0.01%
190
352
$6K ﹤0.01%
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353
$5K ﹤0.01%
+52
354
$5K ﹤0.01%
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355
$5K ﹤0.01%
163
356
$5K ﹤0.01%
150
357
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358
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+100
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360
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119
361
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362
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+100
363
$5K ﹤0.01%
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-676
364
$5K ﹤0.01%
65
365
$5K ﹤0.01%
158
366
$5K ﹤0.01%
33
367
$4K ﹤0.01%
250
368
$4K ﹤0.01%
500
369
$4K ﹤0.01%
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370
$4K ﹤0.01%
52
371
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175
372
$4K ﹤0.01%
480
373
$4K ﹤0.01%
44
374
$4K ﹤0.01%
296
375
$4K ﹤0.01%
60
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