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
$572M
AUM Growth
+$52.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
520
New
Increased
Reduced
Closed

Top Buys

1
+$21.9M
2
+$17.6M
3
+$17M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$8.92M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$7.22M

Top Sells

1
+$12.9M
2
+$11.7M
3
+$8.63M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$7.99M
5
AAPL icon
Apple
AAPL
+$2.66M

Sector Composition

1 Financials 2.83%
2 Healthcare 1.54%
3 Technology 1.33%
4 Energy 0.96%
5 Consumer Staples 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$90K 0.02%
794
+219
177
$85K 0.01%
1,172
178
$81K 0.01%
607
179
$81K 0.01%
1,879
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180
$80K 0.01%
477
181
$80K 0.01%
1,136
+3
182
$79K 0.01%
1,500
183
$78K 0.01%
534
-50
184
$78K 0.01%
1,678
-130
185
$76K 0.01%
1,643
+2
186
$76K 0.01%
938
-227
187
$75K 0.01%
2,481
+8
188
$74K 0.01%
2,866
189
$73K 0.01%
1,551
190
$73K 0.01%
826
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191
$72K 0.01%
205
192
$72K 0.01%
4,000
193
$71K 0.01%
474
194
$70K 0.01%
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195
$69K 0.01%
331
196
$68K 0.01%
1,140
197
$66K 0.01%
1,518
+5
198
$64K 0.01%
5,242
199
$61K 0.01%
2,099
-981
200
$61K 0.01%
759
+234
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