MA

MCF Advisors Portfolio holdings

AUM $1.51B
1-Year Est. Return 11.12%
This Quarter Est. Return
1 Year Est. Return
+11.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$398M
AUM Growth
-$3.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
471
New
Increased
Reduced
Closed

Top Buys

1 +$4.85M
2 +$735K
3 +$700K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$610K
5
XOM icon
Exxon Mobil
XOM
+$506K

Top Sells

1 +$5.84M
2 +$1.32M
3 +$398K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$282K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$193K

Sector Composition

1 Financials 2.6%
2 Consumer Staples 1.68%
3 Energy 1.57%
4 Healthcare 1.26%
5 Technology 0.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$8K ﹤0.01%
102
-44
352
$8K ﹤0.01%
+205
353
$8K ﹤0.01%
142
354
$8K ﹤0.01%
+568
355
$8K ﹤0.01%
+100
356
$8K ﹤0.01%
163
-1,257
357
$8K ﹤0.01%
96
+1
358
$8K ﹤0.01%
125
359
$8K ﹤0.01%
33
360
$7K ﹤0.01%
360
361
$7K ﹤0.01%
153
362
$7K ﹤0.01%
288
363
$7K ﹤0.01%
150
364
$7K ﹤0.01%
119
365
$7K ﹤0.01%
204
366
$7K ﹤0.01%
+50
367
$7K ﹤0.01%
138
368
$7K ﹤0.01%
+95
369
$7K ﹤0.01%
277
370
$6K ﹤0.01%
300
371
$6K ﹤0.01%
804
372
$6K ﹤0.01%
189
373
$6K ﹤0.01%
100
374
$6K ﹤0.01%
+245
375
$6K ﹤0.01%
+275