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
476
$3K ﹤0.01%
16
477
$3K ﹤0.01%
200
-925
478
$3K ﹤0.01%
123
-36
479
$3K ﹤0.01%
+10
480
$3K ﹤0.01%
+50
481
$3K ﹤0.01%
73
482
$3K ﹤0.01%
215
+140
483
$3K ﹤0.01%
+36
484
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154
485
$3K ﹤0.01%
+150
486
$3K ﹤0.01%
60
487
$3K ﹤0.01%
58
488
$3K ﹤0.01%
+48
489
$3K ﹤0.01%
+10
490
$3K ﹤0.01%
+300
491
$2K ﹤0.01%
+24
492
$2K ﹤0.01%
75
493
$2K ﹤0.01%
+50
494
$2K ﹤0.01%
18
-43
495
$2K ﹤0.01%
52
-447
496
$2K ﹤0.01%
+45
497
$2K ﹤0.01%
12
498
$2K ﹤0.01%
+15
499
$2K ﹤0.01%
60
500
$2K ﹤0.01%
+27
18 19
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