MA
MCF Advisors Portfolio holdings
AUM
$1.51B
1-Year Return
11.12%
This Quarter Return
+7.7%
1 Year Return
+11.12%
3 Year Return
+41.11%
5 Year Return
+65.13%
10 Year Return
+108.06%
AUM
$283M
AUM Growth
+$101M
(+56%)
Cap. Flow
+$102M
Cap. Flow
% of AUM
35.94%
Top 10 Holdings %
Top 10 Hldgs %
65.56%
Holding
462
New
57
Increased
139
Reduced
75
Closed
59
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$40.9M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$19.1M |
| 3 |
Vanguard Mid-Cap Growth ETF
VOT
|
$9.84M |
| 4 |
Vanguard Mid-Cap Value ETF
VOE
|
$9.8M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$6.26M |
Top Sells
| 1 |
Wells Fargo
WFC
|
$784K |
| 2 |
iShares TIPS Bond ETF
TIP
|
$273K |
| 3 |
JPMorgan Chase
JPM
|
$250K |
| 4 |
US Bancorp
USB
|
$203K |
| 5 |
KeyCorp
KEY
|
$164K |
Sector Composition
| 1 | Energy | 2.56% |
| 2 | Consumer Staples | 2.46% |
| 3 | Financials | 2.07% |
| 4 | Healthcare | 1.44% |
| 5 | Technology | 0.95% |
