MA
MCF Advisors Portfolio holdings
AUM
$1.51B
1-Year Return
11.12%
This Quarter Return
+6.09%
1 Year Return
+11.12%
3 Year Return
+41.11%
5 Year Return
+65.13%
10 Year Return
+108.06%
AUM
$1.29B
AUM Growth
+$67.2M
(+5.5%)
Cap. Flow
-$3.17M
Cap. Flow
% of AUM
-0.25%
Top 10 Holdings %
Top 10 Hldgs %
66.88%
Holding
1,043
New
129
Increased
272
Reduced
203
Closed
49
Top Buys
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
$12.3M |
| 2 |
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
|
$2.43M |
| 3 |
iShares Russell 2000 ETF
IWM
|
$2.38M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$1.92M |
| 5 |
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% |
