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
$1.07B
AUM Growth
+$92.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
874
New
Increased
Reduced
Closed

Top Sells

1 +$2.71M
2 +$1.74M
3 +$1.05M
4
ESMT
EngageSmart, Inc.
ESMT
+$963K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$836K

Sector Composition

1 Technology 3.38%
2 Financials 2.06%
3 Healthcare 1.63%
4 Consumer Discretionary 1.38%
5 Industrials 1.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$29.7K ﹤0.01%
955
427
$29.3K ﹤0.01%
394
428
$29.1K ﹤0.01%
63
+1
429
$28.9K ﹤0.01%
770
+29
430
$28.8K ﹤0.01%
1,390
+411
431
$28.6K ﹤0.01%
810
432
$28.2K ﹤0.01%
9,050
433
$28.1K ﹤0.01%
1,428
+294
434
$27.8K ﹤0.01%
478
+30
435
$27.3K ﹤0.01%
246
436
$27.2K ﹤0.01%
129
437
$25.7K ﹤0.01%
1,574
438
$25.5K ﹤0.01%
+126
439
$25.3K ﹤0.01%
464
+32
440
$25K ﹤0.01%
1,150
441
$24.9K ﹤0.01%
83
442
$24.8K ﹤0.01%
465
443
$24.7K ﹤0.01%
430
444
$24.7K ﹤0.01%
138
445
$24.6K ﹤0.01%
1,008
446
$24.5K ﹤0.01%
150
447
$24.5K ﹤0.01%
600
+338
448
$24.5K ﹤0.01%
402
-89
449
$24.4K ﹤0.01%
1,317
450
$24.3K ﹤0.01%
+129