MA
MCF Advisors Portfolio holdings
AUM
$1.51B
1-Year Return
11.12%
This Quarter Return
+3.85%
1 Year Return
+11.12%
3 Year Return
+41.11%
5 Year Return
+65.13%
10 Year Return
+108.06%
AUM
$572M
AUM Growth
+$52.4M
(+10%)
Cap. Flow
+$30.9M
Cap. Flow
% of AUM
5.39%
Top 10 Holdings %
Top 10 Hldgs %
69.89%
Holding
520
New
67
Increased
105
Reduced
88
Closed
46
Top Buys
Top Sells
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$12.9M |
| 2 |
Vanguard Mid-Cap Value ETF
VOE
|
$11.7M |
| 3 |
Vanguard Mid-Cap Growth ETF
VOT
|
$8.63M |
| 4 |
iShares Russell 2000 ETF
IWM
|
$7.99M |
| 5 |
Apple
AAPL
|
$2.66M |
Sector Composition
| 1 | Financials | 2.83% |
| 2 | Healthcare | 1.54% |
| 3 | Technology | 1.33% |
| 4 | Energy | 0.96% |
| 5 | Consumer Staples | 0.92% |
