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
$887M
AUM Growth
+$49.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
586
New
Increased
Reduced
Closed

Top Buys

1
+$49.6M
2
+$27.6M
3
+$21.8M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$14.3M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.19M

Top Sells

1
+$51.3M
2
+$20.8M
3
+$15.2M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$8.19M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$7.6M

Sector Composition

1 Technology 2.23%
2 Financials 2.1%
3 Consumer Discretionary 1.72%
4 Healthcare 1.43%
5 Industrials 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$18K ﹤0.01%
+91
377
$18K ﹤0.01%
720
378
$18K ﹤0.01%
+80
379
$18K ﹤0.01%
117
380
$18K ﹤0.01%
402
-273
381
$18K ﹤0.01%
1,315
-668
382
$17K ﹤0.01%
+120
383
$17K ﹤0.01%
400
384
$17K ﹤0.01%
384
385
$17K ﹤0.01%
342
-312
386
$17K ﹤0.01%
+201
387
$17K ﹤0.01%
284
388
$17K ﹤0.01%
647
+337
389
$17K ﹤0.01%
159
390
$17K ﹤0.01%
+7,500
391
$16K ﹤0.01%
927
392
$16K ﹤0.01%
511
393
$16K ﹤0.01%
175
394
$16K ﹤0.01%
228
395
$16K ﹤0.01%
516
396
$16K ﹤0.01%
229
397
$15K ﹤0.01%
271
398
$15K ﹤0.01%
1,002
399
$15K ﹤0.01%
646
400
$15K ﹤0.01%
380
14 15
16
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