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
$887M
AUM Growth
+$49.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
586
New
Increased
Reduced
Closed

Top Buys

1
+$49.6M
2
+$27.6M
3
+$21.8M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$14.3M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.19M

Top Sells

1
+$51.3M
2
+$20.8M
3
+$15.2M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$8.19M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$7.6M

Sector Composition

1 Technology 2.23%
2 Financials 2.1%
3 Consumer Discretionary 1.72%
4 Healthcare 1.43%
5 Industrials 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$6K ﹤0.01%
+600
452
$6K ﹤0.01%
+76
453
$6K ﹤0.01%
163
454
$6K ﹤0.01%
105
455
$6K ﹤0.01%
+68
456
$6K ﹤0.01%
+1,016
457
$6K ﹤0.01%
+600
458
$5K ﹤0.01%
+96
459
$5K ﹤0.01%
41
460
$5K ﹤0.01%
143
461
$5K ﹤0.01%
+198
462
$5K ﹤0.01%
+14
463
$5K ﹤0.01%
100
464
$5K ﹤0.01%
21
465
$5K ﹤0.01%
+87
466
$5K ﹤0.01%
+500
467
$4K ﹤0.01%
+20
468
$4K ﹤0.01%
22
469
$4K ﹤0.01%
+53
470
$4K ﹤0.01%
+56
471
$4K ﹤0.01%
+76
472
$4K ﹤0.01%
46
473
$4K ﹤0.01%
+159
474
$4K ﹤0.01%
98
-633
475
$3K ﹤0.01%
+100
17 18
19
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