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
$422M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
577
New
Increased
Reduced
Closed

Top Buys

1
+$5.38M
2
+$1.2M
3
+$954K
4
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$926K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$717K

Top Sells

1
+$2.23M
2
+$1.13M
3
+$824K
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$651K
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$558K

Sector Composition

1 Financials 1.99%
2 Energy 1.8%
3 Consumer Staples 1.43%
4 Healthcare 1.14%
5 Technology 1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$52K 0.01%
30,400
202
$52K 0.01%
1,530
+3
203
$51K 0.01%
2,285
+20
204
$50K 0.01%
381
205
$49K 0.01%
1,551
206
$49K 0.01%
477
207
$48K 0.01%
1,140
208
$48K 0.01%
908
-160
209
$47K 0.01%
630
-100
210
$47K 0.01%
1,030
211
$46K 0.01%
1,196
-106
212
$46K 0.01%
200
213
$45K 0.01%
337
214
$45K 0.01%
877
215
$43K 0.01%
331
216
$43K 0.01%
290
217
$42K 0.01%
564
+1
218
$41K 0.01%
639
-293
219
$41K 0.01%
839
+1
220
$41K 0.01%
675
221
$41K 0.01%
875
+7
222
$40K 0.01%
4,200
-5,000
223
$40K 0.01%
3,054
224
$39K 0.01%
309
+85
225
$39K 0.01%
379
7 8
9
10 11