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
501
$2K ﹤0.01%
+1,250
502
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+20
503
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+500
504
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+8
505
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+500
506
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50
507
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55
508
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509
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+50
510
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61
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511
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512
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47
513
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514
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515
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+10
516
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+10
517
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11
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5
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20
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+8
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522
$1K ﹤0.01%
+12
523
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41
524
$1K ﹤0.01%
+25
525
$1K ﹤0.01%
15
+10
19 20
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