MA

MCF Advisors Portfolio holdings

AUM $1.81B
1-Year Est. Return 13.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$401M
AUM Growth
+$38.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
440
New
Increased
Reduced
Closed

Top Buys

1
+$43.6M
2
+$12.2M
3
+$5.97M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$4.92M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3.96M

Top Sells

1
+$10.3M
2
+$6.95M
3
+$6.8M
4
VUG icon
Vanguard Growth ETF
VUG
+$5.85M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.05M

Sector Composition

1 Consumer Staples 1.75%
2 Energy 1.55%
3 Healthcare 1.24%
4 Financials 1.24%
5 Industrials 0.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$5K ﹤0.01%
260
377
$5K ﹤0.01%
158
378
$5K ﹤0.01%
33
379
$5K ﹤0.01%
204
+1
380
$5K ﹤0.01%
94
381
$4K ﹤0.01%
80
382
$4K ﹤0.01%
175
383
$4K ﹤0.01%
170
384
$4K ﹤0.01%
61
385
$4K ﹤0.01%
153
+1
386
$4K ﹤0.01%
51
387
$4K ﹤0.01%
250
388
$4K ﹤0.01%
92
389
$4K ﹤0.01%
62
+31
390
$4K ﹤0.01%
120
391
$4K ﹤0.01%
54
392
$4K ﹤0.01%
124
393
$4K ﹤0.01%
300
394
$3K ﹤0.01%
296
395
$3K ﹤0.01%
480
396
$3K ﹤0.01%
150
397
$3K ﹤0.01%
42
398
$3K ﹤0.01%
78
399
$3K ﹤0.01%
117
400
$3K ﹤0.01%
104
14 15
16
17 18