Investment Firm MCF Advisors LLC Reports Q4 2022 vs. Q1 2023 Fund Holdings Comparison

In the world of investing, understanding changes to a fund's holdings is important to understand its performance. This article delves into the recent changes reported by MCF Advisors LLC in their Q4 2022 vs. Q1 2023 13F Holdings.

Vanguard seems to be a popular choice for the fund's holdings, with three of its funds, VOO, VUG, and VTV, making the list. It's interesting to note that VWO, another Vanguard fund, saw a decrease in shares by over 14%.

Another insight is that the fifth most-held stock saw an increase in shares by almost 25%. This stock, which recently passed the $2 trillion market cap, has been performing incredibly well.

Looking at the top ten holdings of the fund, we see a balance of technology stocks, with AAPL, MSFT, AMZN, and NVDA all on the list, and healthcare stocks, including ABBV and UNH. Pharma giant Pfizer saw an increase in shares from Q4 2022 to Q1 2023 as well.

In terms of sectors represented, Information Technology and Health Care seem to be the most significant, followed by Consumer Discretionary and Financials.

It's also interesting to note that NIO Inc, a Chinese electric vehicle manufacturer, made the list, with the fund holding over 118,000 shares in the company. This reflects the fund's interest in emerging technologies and countries.

Overall, the report suggests that the fund is making balanced changes to its holdings, with some emphasis on emerging technologies and countries. It will be interesting to see if these changes reflect positively on the fund's performance in the coming quarters.