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
$838M
AUM Growth
+$80.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
503
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$3.83M
3
+$1.58M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$696K
5
BCI icon
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI
+$638K

Top Sells

1
+$4.92M
2
+$3.44M
3
+$2.88M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.64M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.99M

Sector Composition

1 Technology 2.25%
2 Consumer Discretionary 1.9%
3 Financials 1.79%
4 Healthcare 1.28%
5 Industrials 0.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$12K ﹤0.01%
240
377
$12K ﹤0.01%
+361
378
$12K ﹤0.01%
40
379
$12K ﹤0.01%
1,060
380
$11K ﹤0.01%
208
381
$11K ﹤0.01%
208
+6
382
$11K ﹤0.01%
199
-39
383
$11K ﹤0.01%
506
+17
384
$11K ﹤0.01%
115
385
$11K ﹤0.01%
1,002
386
$10K ﹤0.01%
+54
387
$10K ﹤0.01%
731
-4,511
388
$9K ﹤0.01%
25
389
$9K ﹤0.01%
100
390
$9K ﹤0.01%
218
391
$9K ﹤0.01%
158
392
$8K ﹤0.01%
94
+1
393
$8K ﹤0.01%
30
+7
394
$8K ﹤0.01%
88
395
$8K ﹤0.01%
140
396
$8K ﹤0.01%
39
397
$8K ﹤0.01%
497
398
$7K ﹤0.01%
84
-150
399
$7K ﹤0.01%
118
400
$7K ﹤0.01%
187
14 15
16
17 18