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
176
$333K 0.03%
1,179
-77
177
$332K 0.03%
3,207
-73
178
$331K 0.03%
7,355
+346
179
$328K 0.03%
2,581
-103
180
$324K 0.03%
786
+1
181
$321K 0.02%
500
182
$320K 0.02%
18,205
-146
183
$318K 0.02%
1,764
+107
184
$318K 0.02%
+3,035
185
$306K 0.02%
17,076
+38
186
$301K 0.02%
10,308
187
$297K 0.02%
856
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188
$295K 0.02%
1,891
+2
189
$292K 0.02%
3,020
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190
$291K 0.02%
1,153
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191
$289K 0.02%
4,119
192
$287K 0.02%
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193
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5,479
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194
$283K 0.02%
1,815
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195
$278K 0.02%
4,429
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196
$277K 0.02%
5,676
197
$272K 0.02%
1,048
+2
198
$272K 0.02%
1,550
-2,401
199
$270K 0.02%
2,567
200
$268K 0.02%
1,355
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