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
701
$7.27K ﹤0.01%
764
+554
702
$7.17K ﹤0.01%
824
703
$7.16K ﹤0.01%
375
704
$7.12K ﹤0.01%
38
+3
705
$7.09K ﹤0.01%
6
-1
706
$7.04K ﹤0.01%
141
707
$6.8K ﹤0.01%
+205
708
$6.74K ﹤0.01%
1,787
709
$6.71K ﹤0.01%
65
-18
710
$6.68K ﹤0.01%
64
-192
711
$6.67K ﹤0.01%
+178
712
$6.66K ﹤0.01%
341
-156
713
$6.53K ﹤0.01%
694
714
$6.53K ﹤0.01%
36
715
$6.32K ﹤0.01%
134
-3,162
716
$6.3K ﹤0.01%
383
717
$6.3K ﹤0.01%
72
-14
718
$6.27K ﹤0.01%
70
-14
719
$6.23K ﹤0.01%
219
720
$6.2K ﹤0.01%
140
721
$6.15K ﹤0.01%
142
722
$6.1K ﹤0.01%
42
-253
723
$6.04K ﹤0.01%
694
+36
724
$6.04K ﹤0.01%
340
+70
725
$5.92K ﹤0.01%
136
-33
27 28
29
30 31