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
376
$7K ﹤0.01%
184
377
$7K ﹤0.01%
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378
$7K ﹤0.01%
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379
$7K ﹤0.01%
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$6K ﹤0.01%
140
381
$6K ﹤0.01%
500
382
$6K ﹤0.01%
31
383
$6K ﹤0.01%
160
384
$6K ﹤0.01%
62
-18
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$6K ﹤0.01%
34
386
$6K ﹤0.01%
32
387
$6K ﹤0.01%
42
388
$6K ﹤0.01%
45
389
$5K ﹤0.01%
150
+145
390
$5K ﹤0.01%
48
391
$5K ﹤0.01%
40
392
$5K ﹤0.01%
+31
393
$5K ﹤0.01%
+71
394
$5K ﹤0.01%
60
395
$5K ﹤0.01%
65
-3,962
396
$5K ﹤0.01%
125
397
$5K ﹤0.01%
72
398
$5K ﹤0.01%
31
-16
399
$4K ﹤0.01%
+28
400
$4K ﹤0.01%
+100
14 15
16
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