MA
MCF Advisors Portfolio holdings
AUM
$1.51B
1-Year Return
11.12%
This Quarter Return
+1.87%
1 Year Return
+11.12%
3 Year Return
+41.11%
5 Year Return
+65.13%
10 Year Return
+108.06%
AUM
$457M
AUM Growth
+$34.7M
(+8.2%)
Cap. Flow
+$27.6M
Cap. Flow
% of AUM
6.03%
Top 10 Holdings %
Top 10 Hldgs %
74.4%
Holding
489
New
36
Increased
119
Reduced
87
Closed
41
Top Buys
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$26.5M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$20.6M |
| 3 |
Radian Group
RDN
|
$5.11M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$3.34M |
| 5 |
Schwab Short-Term US Treasury ETF
SCHO
|
$2.21M |
Top Sells
| 1 |
Vanguard Growth ETF
VUG
|
$8.75M |
| 2 |
Financial Select Sector SPDR Fund
XLF
|
$4.62M |
| 3 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$4.52M |
| 4 |
iShares Russell Mid-Cap Growth ETF
IWP
|
$4.09M |
| 5 |
Energy Select Sector SPDR Fund
XLE
|
$3.33M |
Sector Composition
| 1 | Financials | 3.39% |
| 2 | Energy | 1.74% |
| 3 | Consumer Staples | 1.29% |
| 4 | Healthcare | 1.05% |
| 5 | Technology | 0.98% |
