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
$1.07B
AUM Growth
+$92.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
874
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$9.56M
3
+$4.26M
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$3.29M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.27M

Top Sells

1
+$2.71M
2
+$1.74M
3
+$1.05M
4
ESMT
EngageSmart, Inc.
ESMT
+$963K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$836K

Sector Composition

1 Technology 3.38%
2 Financials 2.06%
3 Healthcare 1.63%
4 Consumer Discretionary 1.38%
5 Industrials 1.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$42.7K ﹤0.01%
2,736
-255
377
$42.3K ﹤0.01%
1,442
378
$42.2K ﹤0.01%
558
379
$42.1K ﹤0.01%
188
380
$41.8K ﹤0.01%
428
381
$41.6K ﹤0.01%
300
382
$41.6K ﹤0.01%
890
383
$41.4K ﹤0.01%
2,444
384
$40.7K ﹤0.01%
693
+133
385
$40K ﹤0.01%
2,993
386
$39.4K ﹤0.01%
155
+35
387
$39.4K ﹤0.01%
275
+1
388
$39.3K ﹤0.01%
2,162
389
$38.8K ﹤0.01%
621
390
$38.7K ﹤0.01%
744
391
$38.4K ﹤0.01%
171
392
$38.2K ﹤0.01%
500
393
$37.9K ﹤0.01%
698
394
$37.7K ﹤0.01%
516
395
$37.5K ﹤0.01%
670
-1,323
396
$36.7K ﹤0.01%
2,000
397
$36.7K ﹤0.01%
+2,000
398
$36.2K ﹤0.01%
250
399
$35.7K ﹤0.01%
1,302
400
$35.1K ﹤0.01%
326
14 15
16
17 18