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
201
$262K 0.02%
5,788
+16
202
$260K 0.02%
4,421
203
$258K 0.02%
2,540
+86
204
$254K 0.02%
998
-18
205
$253K 0.02%
1,713
206
$253K 0.02%
989
+1
207
$252K 0.02%
12,910
208
$251K 0.02%
11,178
209
$250K 0.02%
843
+96
210
$248K 0.02%
633
211
$246K 0.02%
5,141
+101
212
$245K 0.02%
9,944
+8
213
$237K 0.02%
1,153
+1
214
$233K 0.02%
3,146
+5
215
$230K 0.02%
14,997
+253
216
$228K 0.02%
2,011
217
$227K 0.02%
3,310
+3,296
218
$220K 0.02%
2,408
-27
219
$220K 0.02%
436
-112
220
$217K 0.02%
3,000
221
$212K 0.02%
1,721
+13
222
$210K 0.02%
6,895
223
$207K 0.02%
701
224
$206K 0.02%
1,117
+2
225
$204K 0.02%
4,088
7 8
9
10 11