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
$477M
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
528
New
Increased
Reduced
Closed

Top Sells

1 +$8.67M
2 +$5.93M
3 +$3.66M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$2.77M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$1.36M

Sector Composition

1 Financials 3.03%
2 Consumer Staples 1.34%
3 Energy 1.32%
4 Healthcare 1.18%
5 Technology 1.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
0
527
-4
528
-825