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
$1.29B
AUM Growth
+$67.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,043
New
Increased
Reduced
Closed

Top Buys

1
+$6.22M
2
+$5.95M
3
+$2.24M
4
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$2.21M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.35M

Top Sells

1
+$12.3M
2
+$2.43M
3
+$2.38M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.92M
5
JPM icon
JPMorgan Chase
JPM
+$1.89M

Sector Composition

1 Technology 4.05%
2 Financials 2.21%
3 Healthcare 1.55%
4 Industrials 1.38%
5 Consumer Discretionary 1.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.25M 0.41%
58,100
-2,770
27
$5.19M 0.4%
218,128
+6,663
28
$3.97M 0.31%
22,024
-1,553
29
$3.91M 0.3%
156,800
+6,738
30
$3.75M 0.29%
89,883
+6,284
31
$3.45M 0.27%
7,764
-124
32
$3.33M 0.26%
145,816
+18,962
33
$3.24M 0.25%
151,504
+2,502
34
$3.13M 0.24%
19,201
+350
35
$3.06M 0.24%
7,288
-796
36
$3.05M 0.24%
11,720
-181
37
$2.79M 0.22%
262,498
-16,482
38
$2.77M 0.21%
9,916
-168
39
$2.74M 0.21%
133,485
+4,666
40
$2.72M 0.21%
116,044
-1,669
41
$2.5M 0.19%
16,553
-2,293
42
$2.44M 0.19%
12,199
-9,417
43
$2.43M 0.19%
6,329
-54
44
$2.37M 0.18%
20,791
+3
45
$2.3M 0.18%
4,740
-186
46
$2.29M 0.18%
92,402
+3,587
47
$2.25M 0.17%
19,318
-664
48
$2.24M 0.17%
14,181
-1,587
49
$2.22M 0.17%
2,855
+145
50
$2.2M 0.17%
16,603
+807
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