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
$838M
AUM Growth
+$80.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
503
New
Increased
Reduced
Closed

Top Sells

1 +$4.92M
2 +$3.44M
3 +$2.88M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.64M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.99M

Sector Composition

1 Technology 2.25%
2 Consumer Discretionary 1.9%
3 Financials 1.79%
4 Healthcare 1.28%
5 Industrials 0.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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