MA

MCF Advisors Portfolio holdings

AUM $1.51B
1-Year Est. Return 11.12%
This Quarter Est. Return
1 Year Est. Return
+11.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$979M
AUM Growth
+$80.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
903
New
Increased
Reduced
Closed

Top Buys

1 +$25.4M
2 +$12.8M
3 +$10.8M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$9.52M
5
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$8.35M

Top Sells

1 +$56.1M
2 +$7.4M
3 +$4.11M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.67M
5
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$2.31M

Sector Composition

1 Technology 3%
2 Financials 2.26%
3 Healthcare 1.78%
4 Consumer Discretionary 1.35%
5 Industrials 1.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
901
-78
902
-17,105
903
-60,499