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
$372M
AUM Growth
-$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
511
New
Increased
Reduced
Closed

Top Buys

1
+$17.7M
2
+$11.5M
3
+$8.26M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$3.69M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.55M

Top Sells

1
+$35.7M
2
+$17.8M
3
+$7.16M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$3.9M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.09M

Sector Composition

1 Financials 2.27%
2 Consumer Staples 1.7%
3 Healthcare 1.29%
4 Energy 1.25%
5 Technology 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$6K ﹤0.01%
248
377
$6K ﹤0.01%
50
378
$6K ﹤0.01%
122
379
$6K ﹤0.01%
90
380
$6K ﹤0.01%
50
381
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138
382
$6K ﹤0.01%
150
383
$6K ﹤0.01%
189
384
$6K ﹤0.01%
33
385
$5K ﹤0.01%
158
+2
386
$5K ﹤0.01%
160
+36
387
$5K ﹤0.01%
103
+2
388
$5K ﹤0.01%
400
389
$5K ﹤0.01%
52
390
$5K ﹤0.01%
58
+8
391
$5K ﹤0.01%
190
392
$5K ﹤0.01%
65
393
$5K ﹤0.01%
277
394
$4K ﹤0.01%
132
395
$4K ﹤0.01%
72
396
$4K ﹤0.01%
500
397
$4K ﹤0.01%
80
398
$4K ﹤0.01%
163
399
$4K ﹤0.01%
614
+2
400
$4K ﹤0.01%
33
14 15
16
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