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
$572M
AUM Growth
+$52.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
520
New
Increased
Reduced
Closed

Top Buys

1
+$21.9M
2
+$17.6M
3
+$17M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$8.92M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$7.22M

Top Sells

1
+$12.9M
2
+$11.7M
3
+$8.63M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$7.99M
5
AAPL icon
Apple
AAPL
+$2.66M

Sector Composition

1 Financials 2.83%
2 Healthcare 1.54%
3 Technology 1.33%
4 Energy 0.96%
5 Consumer Staples 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$4K ﹤0.01%
+317
402
$4K ﹤0.01%
+67
403
$4K ﹤0.01%
20
404
$4K ﹤0.01%
+105
405
$4K ﹤0.01%
132
406
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+65
407
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+191
408
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22
409
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410
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17
411
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+152
412
$4K ﹤0.01%
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413
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+79
414
$4K ﹤0.01%
+87
415
$4K ﹤0.01%
183
416
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+77
417
$4K ﹤0.01%
+116
418
$4K ﹤0.01%
+137
419
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+28
420
$4K ﹤0.01%
+39
421
$4K ﹤0.01%
+58
422
$3K ﹤0.01%
20
423
$3K ﹤0.01%
480
424
$3K ﹤0.01%
67
425
$3K ﹤0.01%
122
15 16
17
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