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
$539M
AUM Growth
+$29.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
537
New
Increased
Reduced
Closed

Top Buys

1
+$2.89M
2
+$1.64M
3
+$1.2M
4
MTG icon
MGIC Investment
MTG
+$960K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$952K

Top Sells

1
+$1.28M
2
+$463K
3
+$344K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$243K
5
TFC icon
Truist Financial
TFC
+$237K

Sector Composition

1 Financials 3.13%
2 Consumer Staples 1.21%
3 Energy 1.14%
4 Technology 1.08%
5 Healthcare 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$3K ﹤0.01%
20
402
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46
403
$3K ﹤0.01%
142
+56
404
$3K ﹤0.01%
480
405
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65
406
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407
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408
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49
409
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410
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42
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52
412
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413
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415
$2K ﹤0.01%
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$2K ﹤0.01%
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418
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11
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422
$2K ﹤0.01%
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423
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42
424
$2K ﹤0.01%
90
+3
425
$2K ﹤0.01%
64
15 16
17
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