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
$1.07B
AUM Growth
+$92.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
874
New
Increased
Reduced
Closed

Top Sells

1 +$2.71M
2 +$1.74M
3 +$1.05M
4
ESMT
EngageSmart, Inc.
ESMT
+$963K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$836K

Sector Composition

1 Technology 3.38%
2 Financials 2.06%
3 Healthcare 1.63%
4 Consumer Discretionary 1.38%
5 Industrials 1.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
$16.5K ﹤0.01%
5,664
-12,000
502
$16.1K ﹤0.01%
250
503
$16.1K ﹤0.01%
1,002
504
$16K ﹤0.01%
+1,711
505
$15.9K ﹤0.01%
205
506
$15.8K ﹤0.01%
175
507
$15.8K ﹤0.01%
279
+139
508
$15.7K ﹤0.01%
283
509
$15.6K ﹤0.01%
372
+3
510
$15.5K ﹤0.01%
229
511
$15.4K ﹤0.01%
1,667
512
$15.2K ﹤0.01%
1,638
+277
513
$15.2K ﹤0.01%
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514
$14.9K ﹤0.01%
400
515
$14.9K ﹤0.01%
340
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516
$14.9K ﹤0.01%
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517
$14.9K ﹤0.01%
240
518
$14.8K ﹤0.01%
98
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519
$14.8K ﹤0.01%
295
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520
$14.7K ﹤0.01%
177
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521
$14.5K ﹤0.01%
46
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522
$14.5K ﹤0.01%
1,262
-538
523
$14.4K ﹤0.01%
171
524
$14.4K ﹤0.01%
100
525
$14.3K ﹤0.01%
120