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
$899M
AUM Growth
-$48.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
897
New
Increased
Reduced
Closed

Top Sells

1 +$53.2M
2 +$36M
3 +$19.6M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$3.24M
5
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$2.22M

Sector Composition

1 Technology 3.27%
2 Financials 2.05%
3 Healthcare 1.66%
4 Consumer Discretionary 1.36%
5 Industrials 1.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
$15K ﹤0.01%
+886
502
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117
+110
503
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400
504
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1,071
505
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1,110
+228
506
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+63
507
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162
508
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312
509
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1,530
510
$15K ﹤0.01%
+162
511
$14K ﹤0.01%
667
512
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100
513
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240
514
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515
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175
516
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+59
517
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237
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518
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519
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+188
520
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175
+1
521
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+259
522
$13K ﹤0.01%
+566
523
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89
524
$13K ﹤0.01%
229
525
$13K ﹤0.01%
260