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
$1.39B
AUM Growth
-$34.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,037
New
Increased
Reduced
Closed

Top Buys

1
+$4.59M
2
+$3.02M
3
+$3M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.54M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.36M

Top Sells

1
+$7.98M
2
+$4.87M
3
+$1.95M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.85M
5
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$1.26M

Sector Composition

1 Technology 4%
2 Financials 2.74%
3 Healthcare 1.38%
4 Industrials 1.25%
5 Consumer Staples 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$251K 0.02%
2,058
-503
202
$250K 0.02%
2,284
+36
203
$246K 0.02%
+3,351
204
$245K 0.02%
2,638
-6,197
205
$240K 0.02%
39,345
206
$240K 0.02%
1,502
-21
207
$238K 0.02%
3,000
208
$235K 0.02%
6,291
+182
209
$233K 0.02%
1,599
-28
210
$233K 0.02%
4,868
+1,796
211
$233K 0.02%
9,941
+7
212
$232K 0.02%
1,215
-2,943
213
$230K 0.02%
1,284
-24
214
$227K 0.02%
1,124
-8
215
$225K 0.02%
949
-6
216
$224K 0.02%
713
-18
217
$220K 0.02%
4,048
218
$216K 0.02%
633
219
$215K 0.02%
8,000
220
$214K 0.02%
4,457
-41
221
$211K 0.02%
1,309
+1
222
$210K 0.02%
16,940
-98
223
$210K 0.02%
1,509
224
$209K 0.02%
1,621
225
$208K 0.02%
8,211
-224
7 8
9
10 11