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
126
$570K 0.04%
1,026
127
$566K 0.04%
3,221
+313
128
$563K 0.04%
13,368
129
$561K 0.04%
4,114
+4,045
130
$544K 0.04%
6,139
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131
$538K 0.04%
7,348
+152
132
$530K 0.04%
12,625
+332
133
$521K 0.04%
8,645
134
$520K 0.04%
7,188
-798
135
$516K 0.04%
1,134
+53
136
$516K 0.04%
1,071
-253
137
$510K 0.04%
1,895
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138
$504K 0.04%
17,052
+114
139
$499K 0.04%
1,711
+18
140
$494K 0.04%
3,765
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141
$486K 0.04%
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142
$482K 0.04%
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143
$481K 0.04%
106,891
-21,835
144
$478K 0.04%
7,555
+34
145
$468K 0.04%
4,248
146
$461K 0.04%
629
-66
147
$459K 0.04%
7,925
-3,188
148
$452K 0.04%
1,234
-490
149
$435K 0.03%
809
-1
150
$430K 0.03%
2,094
-42
4 5
6
7 8