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
$1.29B
AUM Growth
+$67.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,043
New
Increased
Reduced
Closed

Top Buys

1
+$6.22M
2
+$5.95M
3
+$2.24M
4
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$2.21M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.35M

Top Sells

1
+$12.3M
2
+$2.43M
3
+$2.38M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.92M
5
JPM icon
JPMorgan Chase
JPM
+$1.89M

Sector Composition

1 Technology 4.05%
2 Financials 2.21%
3 Healthcare 1.55%
4 Industrials 1.38%
5 Consumer Discretionary 1.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.17M 0.17%
5,509
-289
52
$1.86M 0.14%
1,012,648
+2,902
53
$1.84M 0.14%
48,583
+12,351
54
$1.84M 0.14%
13,880
-280
55
$1.73M 0.13%
2,976
-17
56
$1.71M 0.13%
4,030
-361
57
$1.66M 0.13%
65,228
+6,768
58
$1.63M 0.13%
13,012
+3
59
$1.62M 0.13%
9,227
+332
60
$1.61M 0.12%
8,850
-30
61
$1.56M 0.12%
41,594
+328
62
$1.51M 0.12%
14,021
+32
63
$1.49M 0.12%
9,437
+66
64
$1.49M 0.12%
41,228
+343
65
$1.47M 0.11%
33,300
+10,536
66
$1.47M 0.11%
12,148
-272
67
$1.44M 0.11%
40,066
-3,758
68
$1.42M 0.11%
14,332
-2,184
69
$1.42M 0.11%
5,051
-51
70
$1.34M 0.1%
3,863
+1,031
71
$1.33M 0.1%
26,347
+22,369
72
$1.31M 0.1%
33,735
73
$1.3M 0.1%
25,990
+1,999
74
$1.24M 0.1%
2,499
-83
75
$1.22M 0.09%
4,308
+146
1 2
3
4 5