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
$1.22B
AUM Growth
+$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,003
New
Increased
Reduced
Closed

Top Buys

1
+$35.5M
2
+$5.36M
3
+$3.98M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$3.34M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.31M

Top Sells

1
+$21M
2
+$11.3M
3
+$1.27M
4
META icon
Meta Platforms (Facebook)
META
+$1.24M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$1.13M

Sector Composition

1 Technology 4.13%
2 Financials 2.23%
3 Healthcare 1.54%
4 Consumer Discretionary 1.37%
5 Industrials 1.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$1.61K ﹤0.01%
+55
802
$1.61K ﹤0.01%
20
803
$1.6K ﹤0.01%
+10
804
$1.57K ﹤0.01%
+14
805
$1.52K ﹤0.01%
+6
806
$1.49K ﹤0.01%
+15
807
$1.49K ﹤0.01%
12
-4
808
$1.47K ﹤0.01%
43
809
$1.38K ﹤0.01%
8
+4
810
$1.37K ﹤0.01%
+60
811
$1.36K ﹤0.01%
13
812
$1.36K ﹤0.01%
27
813
$1.3K ﹤0.01%
+6
814
$1.28K ﹤0.01%
27
815
$1.22K ﹤0.01%
40
816
$1.22K ﹤0.01%
6
817
$1.21K ﹤0.01%
20
818
$1.21K ﹤0.01%
+33
819
$1.18K ﹤0.01%
+32
820
$1.17K ﹤0.01%
4
821
$1.17K ﹤0.01%
36
822
$1.14K ﹤0.01%
14
+4
823
$1.13K ﹤0.01%
28
824
$1.11K ﹤0.01%
41
825
$1.08K ﹤0.01%
+58
31 32
33
34 35