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
$1.39B
AUM Growth
-$34.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,037
New
Increased
Reduced
Closed

Top Buys

1
+$4.59M
2
+$3.02M
3
+$3M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.54M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.36M

Top Sells

1
+$7.98M
2
+$4.87M
3
+$1.95M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.85M
5
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$1.26M

Sector Composition

1 Technology 4%
2 Financials 2.74%
3 Healthcare 1.38%
4 Industrials 1.25%
5 Consumer Staples 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$25.3K ﹤0.01%
94
-137
502
$25.2K ﹤0.01%
60
503
$25.1K ﹤0.01%
+240
504
$25.1K ﹤0.01%
2,200
+2,100
505
$25K ﹤0.01%
159
506
$24.9K ﹤0.01%
1,744
507
$24.6K ﹤0.01%
163
508
$24.2K ﹤0.01%
+330
509
$24.1K ﹤0.01%
89
510
$24K ﹤0.01%
712
511
$24K ﹤0.01%
+342
512
$24K ﹤0.01%
39
-23
513
$23.9K ﹤0.01%
426
+25
514
$23.8K ﹤0.01%
134
-4
515
$23.8K ﹤0.01%
2,221
-258
516
$23.8K ﹤0.01%
105
517
$23.6K ﹤0.01%
1,167
+19
518
$23.4K ﹤0.01%
373
+2
519
$22.9K ﹤0.01%
6
-2
520
$22.9K ﹤0.01%
40
521
$22.8K ﹤0.01%
300
-21
522
$22.7K ﹤0.01%
283
523
$22.7K ﹤0.01%
+1,000
524
$22.6K ﹤0.01%
165
525
$22.5K ﹤0.01%
280
-7
19 20
21
22 23