MA
MCF Advisors Portfolio holdings
AUM
$1.51B
1-Year Return
11.12%
This Quarter Return
-0.54%
1 Year Return
+11.12%
3 Year Return
+41.11%
5 Year Return
+65.13%
10 Year Return
+108.06%
AUM
$339M
AUM Growth
+$22.2M
(+7%)
Cap. Flow
+$21.7M
Cap. Flow
% of AUM
6.4%
Top 10 Holdings %
Top 10 Hldgs %
60.12%
Holding
488
New
61
Increased
160
Reduced
49
Closed
34
Top Buys
Top Sells
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$6.06M |
| 2 |
Arthur J. Gallagher & Co
AJG
|
$457K |
| 3 |
iShares S&P Small-Cap 600 Growth ETF
IJT
|
$184K |
| 4 |
Apple
AAPL
|
$129K |
| 5 |
iShares S&P Small-Cap 600 Value ETF
IJS
|
$116K |
Sector Composition
| 1 | Energy | 2.55% |
| 2 | Technology | 2.38% |
| 3 | Consumer Staples | 2.09% |
| 4 | Financials | 1.84% |
| 5 | Healthcare | 1.31% |
