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
$401M
AUM Growth
+$38.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
440
New
Increased
Reduced
Closed

Top Buys

1 +$43.8M
2 +$12.6M
3 +$5.79M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$5.02M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3.97M

Top Sells

1 +$10.3M
2 +$6.95M
3 +$6.83M
4
VUG icon
Vanguard Growth ETF
VUG
+$5.75M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$4.16M

Sector Composition

1 Consumer Staples 1.75%
2 Energy 1.55%
3 Healthcare 1.24%
4 Financials 1.24%
5 Industrials 0.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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$7K ﹤0.01%
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359
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361
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+2
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50
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122
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367
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368
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804
369
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100
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$5K ﹤0.01%
94
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$5K ﹤0.01%
700
374
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99
375
$5K ﹤0.01%
342
-1,194