MA

MCF Advisors Portfolio holdings

AUM $1.51B
1-Year Est. Return 11.12%
This Quarter Est. Return
1 Year Est. Return
+11.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$398M
AUM Growth
-$3.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
471
New
Increased
Reduced
Closed

Top Buys

1 +$4.85M
2 +$735K
3 +$700K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$610K
5
XOM icon
Exxon Mobil
XOM
+$506K

Top Sells

1 +$5.84M
2 +$1.32M
3 +$398K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$282K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$193K

Sector Composition

1 Financials 2.6%
2 Consumer Staples 1.68%
3 Energy 1.57%
4 Healthcare 1.26%
5 Technology 0.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$6K ﹤0.01%
146
-199
377
$6K ﹤0.01%
50
378
$6K ﹤0.01%
167
379
$6K ﹤0.01%
137
+1
380
$6K ﹤0.01%
122
381
$6K ﹤0.01%
+85
382
$6K ﹤0.01%
400
383
$6K ﹤0.01%
33
384
$5K ﹤0.01%
154
+2
385
$5K ﹤0.01%
163
386
$5K ﹤0.01%
+125
387
$5K ﹤0.01%
162
+1
388
$5K ﹤0.01%
100
+1
389
$5K ﹤0.01%
+47
390
$5K ﹤0.01%
190
391
$5K ﹤0.01%
72
392
$5K ﹤0.01%
260
393
$5K ﹤0.01%
205
+1
394
$4K ﹤0.01%
80
395
$4K ﹤0.01%
54
396
$4K ﹤0.01%
124
397
$4K ﹤0.01%
300
398
$4K ﹤0.01%
51
399
$4K ﹤0.01%
250
400
$4K ﹤0.01%
92