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
$572M
AUM Growth
+$52.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
520
New
Increased
Reduced
Closed

Top Buys

1
+$21.9M
2
+$17.6M
3
+$17M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$8.92M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$7.22M

Top Sells

1
+$12.9M
2
+$11.7M
3
+$8.63M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$7.99M
5
AAPL icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$11K ﹤0.01%
240
352
$11K ﹤0.01%
+299
353
$11K ﹤0.01%
100
354
$11K ﹤0.01%
225
355
$10K ﹤0.01%
500
356
$10K ﹤0.01%
214
+195
357
$9K ﹤0.01%
217
358
$9K ﹤0.01%
125
359
$9K ﹤0.01%
95
360
$9K ﹤0.01%
+134
361
$9K ﹤0.01%
260
362
$9K ﹤0.01%
472
363
$8K ﹤0.01%
309
364
$8K ﹤0.01%
100
365
$8K ﹤0.01%
+454
366
$8K ﹤0.01%
166
-28,361
367
$8K ﹤0.01%
63
368
$8K ﹤0.01%
80
369
$8K ﹤0.01%
+448
370
$7K ﹤0.01%
82
371
$7K ﹤0.01%
113
372
$7K ﹤0.01%
205
373
$7K ﹤0.01%
229
374
$7K ﹤0.01%
53
375
$7K ﹤0.01%
185
+2
13 14
15
16 17