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
426
– –
0
427
$3K ﹤0.01%
56
-5
428
$3K ﹤0.01%
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429
$3K ﹤0.01%
60
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430
$3K ﹤0.01%
+93
431
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36
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217
-11
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$3K ﹤0.01%
+131
434
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435
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55
-396
436
$3K ﹤0.01%
55
+1
437
$3K ﹤0.01%
+132
438
$3K ﹤0.01%
122
439
$3K ﹤0.01%
100
440
$3K ﹤0.01%
+51
441
$3K ﹤0.01%
140
442
$2K ﹤0.01%
57
443
$2K ﹤0.01%
430
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444
$2K ﹤0.01%
100
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445
$2K ﹤0.01%
9
-9
446
$2K ﹤0.01%
102
+2
447
$2K ﹤0.01%
70
448
$2K ﹤0.01%
5
449
$2K ﹤0.01%
66
450
$2K ﹤0.01%
62
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