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
$362M
AUM Growth
+$22.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
469
New
Increased
Reduced
Closed

Top Buys

1 +$12.5M
2 +$9.15M
3 +$7.63M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$7.27M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.51M

Top Sells

1 +$15.6M
2 +$8.44M
3 +$5.12M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.17M
5
USB icon
US Bancorp
USB
+$494K

Sector Composition

1 Consumer Staples 2.09%
2 Energy 1.77%
3 Financials 1.47%
4 Healthcare 1.29%
5 Industrials 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$6K ﹤0.01%
700
352
$6K ﹤0.01%
99
+2
353
$6K ﹤0.01%
122
354
$6K ﹤0.01%
214
355
$6K ﹤0.01%
209
+1
356
$6K ﹤0.01%
804
357
$6K ﹤0.01%
72
358
$6K ﹤0.01%
189
359
$6K ﹤0.01%
100
360
$5K ﹤0.01%
94
-7,719
361
$5K ﹤0.01%
101
362
$5K ﹤0.01%
119
363
$5K ﹤0.01%
260
364
$5K ﹤0.01%
145
365
$5K ﹤0.01%
158
366
$5K ﹤0.01%
33
367
$5K ﹤0.01%
120
368
$4K ﹤0.01%
80
369
$4K ﹤0.01%
175
370
$4K ﹤0.01%
163
371
$4K ﹤0.01%
480
372
$4K ﹤0.01%
170
+2
373
$4K ﹤0.01%
61
374
$4K ﹤0.01%
108
375
$4K ﹤0.01%
150