MA

MCF Advisors Portfolio holdings

AUM $1.51B
1-Year Est. Return 11.12%
This Quarter Est. Return
1 Year Est. Return
+11.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$372M
AUM Growth
-$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
511
New
Increased
Reduced
Closed

Top Buys

1 +$17.7M
2 +$11.5M
3 +$8.26M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$3.69M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.55M

Top Sells

1 +$35.7M
2 +$17.8M
3 +$7.16M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$3.9M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.09M

Sector Composition

1 Financials 2.27%
2 Consumer Staples 1.7%
3 Healthcare 1.29%
4 Energy 1.25%
5 Technology 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
$0 ﹤0.01%
3
502
$0 ﹤0.01%
7
503
$0 ﹤0.01%
18
504
-25,462
505
-100
506
-5,276
507
-152
508
$0 ﹤0.01%
17
+14
509
-206
510
-2,281
511
-1,000