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
201
$60K 0.01%
1,134
202
$60K 0.01%
1,803
203
$60K 0.01%
750
204
$57K 0.01%
990
205
$57K 0.01%
1,136
206
$57K 0.01%
+3,004
207
$55K 0.01%
3,013
208
$54K 0.01%
585
209
$54K 0.01%
+300
210
$51K 0.01%
1,280
211
$51K 0.01%
500
212
$51K 0.01%
1,841
213
$50K 0.01%
798
214
$49K 0.01%
968
215
$49K 0.01%
+100
216
$48K 0.01%
675
217
$47K 0.01%
2,130
218
$47K 0.01%
2,251
+329
219
$46K 0.01%
335
+235
220
$46K 0.01%
589
+363
221
$46K 0.01%
980
-187
222
$45K 0.01%
2,138
+318
223
$45K 0.01%
500
224
$44K 0.01%
572
+1
225
$44K 0.01%
1,814
7 8
9
10 11