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MA

MCF Advisors Portfolio holdings

AUM $2.28B
1-Year Est. Return 14.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$523M
AUM Growth
-$49.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
528
New
Increased
Reduced
Closed

Top Buys

1
+$6.9M
2
+$6.79M
3
+$5.58M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$4.21M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$3.53M

Top Sells

1
+$12.8M
2
+$6.94M
3
+$4.41M
4
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$1.62M
5
IDV icon
iShares International Select Dividend ETF
IDV
+$1.3M

Sector Composition

1 Financials 2.47%
2 Healthcare 1.49%
3 Technology 1.3%
4 Consumer Staples 0.97%
5 Energy 0.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$4K ﹤0.01%
25
-35
402
$4K ﹤0.01%
217
403
$4K ﹤0.01%
71
404
$4K ﹤0.01%
160
405
$4K ﹤0.01%
60
406
$4K ﹤0.01%
125
407
$4K ﹤0.01%
80
408
$4K ﹤0.01%
140
409
$3K ﹤0.01%
43
410
$3K ﹤0.01%
48
-8
411
$3K ﹤0.01%
60
412
$3K ﹤0.01%
+117
413
$3K ﹤0.01%
100
-50
414
$3K ﹤0.01%
20
415
$3K ﹤0.01%
100
416
$3K ﹤0.01%
67
417
$3K ﹤0.01%
20
418
$3K ﹤0.01%
480
419
$3K ﹤0.01%
25
-6
420
$3K ﹤0.01%
124
+2
421
$3K ﹤0.01%
132
422
$3K ﹤0.01%
57
-8
423
$3K ﹤0.01%
22
424
$3K ﹤0.01%
60
+4
425
$3K ﹤0.01%
55
15 16
17
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