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
526
$22.4K ﹤0.01%
238
+1
527
$22.3K ﹤0.01%
46
528
$22.3K ﹤0.01%
300
529
$22.1K ﹤0.01%
229
530
$21.9K ﹤0.01%
185
-20
531
$21.9K ﹤0.01%
+525
532
$21.8K ﹤0.01%
173
+1
533
$21.8K ﹤0.01%
274
534
$21.7K ﹤0.01%
1,537
+57
535
$21.5K ﹤0.01%
599
+101
536
$21.4K ﹤0.01%
175
537
$21.2K ﹤0.01%
400
538
$21.2K ﹤0.01%
210
-62
539
$21.1K ﹤0.01%
1,318
-136
540
$21K ﹤0.01%
6,741
541
$20.9K ﹤0.01%
65
542
$20.6K ﹤0.01%
445
543
$20.4K ﹤0.01%
120
544
$20.2K ﹤0.01%
179
+8
545
$20.2K ﹤0.01%
1,684
+124
546
$20.2K ﹤0.01%
+425
547
$20.2K ﹤0.01%
252
+26
548
$20K ﹤0.01%
172
+11
549
$20K ﹤0.01%
1,684
550
$19.9K ﹤0.01%
270
-8
20 21
22
23 24