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 Buys

1
+$11.5M
2
+$9.56M
3
+$4.26M
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$3.29M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.27M

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
701
$2.11K ﹤0.01%
43
-56
702
$2.08K ﹤0.01%
10
703
$2.06K ﹤0.01%
57
704
$2.04K ﹤0.01%
32
705
$2.04K ﹤0.01%
9
706
$2.03K ﹤0.01%
20
707
$2.03K ﹤0.01%
10
708
$2.02K ﹤0.01%
22
709
$2.02K ﹤0.01%
48
710
$1.96K ﹤0.01%
+69
711
$1.95K ﹤0.01%
20
712
$1.93K ﹤0.01%
23
713
$1.89K ﹤0.01%
9
714
$1.86K ﹤0.01%
16
715
$1.85K ﹤0.01%
14
716
$1.84K ﹤0.01%
28
717
$1.84K ﹤0.01%
61
718
$1.83K ﹤0.01%
88
719
$1.83K ﹤0.01%
8
720
$1.81K ﹤0.01%
31
721
$1.8K ﹤0.01%
12
722
$1.76K ﹤0.01%
4
-5
723
$1.75K ﹤0.01%
2,850
724
$1.72K ﹤0.01%
24
725
$1.71K ﹤0.01%
27
27 28
29
30 31