MA
MCF Advisors Portfolio holdings
AUM
$1.51B
1-Year Return
11.12%
This Quarter Return
+1.54%
1 Year Return
+11.12%
3 Year Return
+41.11%
5 Year Return
+65.13%
10 Year Return
+108.06%
AUM
$1.32B
AUM Growth
+$29.6M
(+2.3%)
Cap. Flow
+$13M
Cap. Flow
% of AUM
0.98%
Top 10 Holdings %
Top 10 Hldgs %
66.94%
Holding
1,072
New
80
Increased
273
Reduced
135
Closed
45
Top Buys
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$4.63M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.33M |
| 3 |
Hormel Foods
HRL
|
+$487K |
| 4 |
Tyler Technologies
TYL
|
+$304K |
| 5 |
Rockwell Automation
ROK
|
+$256K |
Sector Composition
| 1 | Technology | 4.39% |
| 2 | Financials | 2.2% |
| 3 | Healthcare | 1.51% |
| 4 | Industrials | 1.29% |
| 5 | Consumer Staples | 1.18% |
