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
$383M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
493
New
Increased
Reduced
Closed

Top Sells

1 +$9.73M
2 +$3.18M
3 +$579K
4
TFC icon
Truist Financial
TFC
+$433K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$364K

Sector Composition

1 Financials 1.97%
2 Consumer Staples 1.64%
3 Energy 1.25%
4 Healthcare 1.14%
5 Technology 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$8K ﹤0.01%
201
+120
352
$7K ﹤0.01%
200
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50
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205
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+200
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+1
358
$7K ﹤0.01%
100
359
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85
360
$7K ﹤0.01%
+264
361
$7K ﹤0.01%
563
362
$7K ﹤0.01%
204
363
$7K ﹤0.01%
1,379
364
$7K ﹤0.01%
175
365
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200
366
$6K ﹤0.01%
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367
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368
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$6K ﹤0.01%
614
370
$6K ﹤0.01%
122
371
$6K ﹤0.01%
138
372
$6K ﹤0.01%
189
373
$5K ﹤0.01%
277
374
$5K ﹤0.01%
400
375
$5K ﹤0.01%
248