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
$1.22B
AUM Growth
+$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,003
New
Increased
Reduced
Closed

Top Buys

1
+$35.5M
2
+$5.36M
3
+$3.98M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$3.34M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.31M

Top Sells

1
+$21M
2
+$11.3M
3
+$1.27M
4
META icon
Meta Platforms (Facebook)
META
+$1.24M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$1.13M

Sector Composition

1 Technology 4.13%
2 Financials 2.23%
3 Healthcare 1.54%
4 Consumer Discretionary 1.37%
5 Industrials 1.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$58.1K ﹤0.01%
1,311
352
$57.2K ﹤0.01%
346
+35
353
$57K ﹤0.01%
278
354
$56.3K ﹤0.01%
1,090
+808
355
$56K ﹤0.01%
777
+356
356
$55.8K ﹤0.01%
1,005
357
$55.4K ﹤0.01%
2,250
358
$53.9K ﹤0.01%
156
359
$53.6K ﹤0.01%
936
360
$53.2K ﹤0.01%
820
361
$52.8K ﹤0.01%
693
362
$52.5K ﹤0.01%
658
+47
363
$52.4K ﹤0.01%
310
+34
364
$51.7K ﹤0.01%
212
+72
365
$51.2K ﹤0.01%
630
366
$50.1K ﹤0.01%
200
367
$50.1K ﹤0.01%
+1,088
368
$49.9K ﹤0.01%
2,168
-276
369
$49.3K ﹤0.01%
414
+82
370
$49.2K ﹤0.01%
476
+468
371
$48.9K ﹤0.01%
300
372
$48.7K ﹤0.01%
356
+96
373
$48.6K ﹤0.01%
675
374
$48.1K ﹤0.01%
223
-108
375
$47.8K ﹤0.01%
295
13 14
15
16 17