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
$1.42B
AUM Growth
-$1.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,059
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$10.7M
3
+$10.1M
4
WSBC icon
WesBanco
WSBC
+$5.59M
5
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$5.08M

Top Sells

1
+$23.9M
2
+$9.27M
3
+$5.21M
4
PSTX
Poseida Therapeutics, Inc. Common Stock
PSTX
+$1.96M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.5M

Sector Composition

1 Technology 4.43%
2 Financials 2.69%
3 Healthcare 1.3%
4 Industrials 1.24%
5 Consumer Discretionary 1.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$50.5K ﹤0.01%
1,812
402
$50K ﹤0.01%
1,300
403
$49.5K ﹤0.01%
324
-6
404
$49.5K ﹤0.01%
837
405
$49.4K ﹤0.01%
205
+1
406
$49.3K ﹤0.01%
1,302
407
$49K ﹤0.01%
891
408
$48.9K ﹤0.01%
208
409
$48.2K ﹤0.01%
1,124
+6
410
$48K ﹤0.01%
295
411
$48K ﹤0.01%
675
412
$47.9K ﹤0.01%
1,000
413
$47.5K ﹤0.01%
800
414
$47.4K ﹤0.01%
693
415
$47.2K ﹤0.01%
1,446
-55
416
$47.1K ﹤0.01%
170
417
$47.1K ﹤0.01%
1,310
+40
418
$46.8K ﹤0.01%
156
419
$46.7K ﹤0.01%
1,597
420
$46K ﹤0.01%
374
421
$45.4K ﹤0.01%
581
+13
422
$45.1K ﹤0.01%
138
423
$44.2K ﹤0.01%
309
+3
424
$43.8K ﹤0.01%
250
425
$43.7K ﹤0.01%
779
15 16
17
18 19