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
476
$31.8K ﹤0.01%
140
+9
477
$31.6K ﹤0.01%
920
478
$30.7K ﹤0.01%
596
479
$29.9K ﹤0.01%
1,356
480
$29.8K ﹤0.01%
6
481
$29.6K ﹤0.01%
144
482
$29.1K ﹤0.01%
60
483
$29K ﹤0.01%
192
484
$28.7K ﹤0.01%
388
-3
485
$28.5K ﹤0.01%
1,110
+145
486
$28.2K ﹤0.01%
467
+6
487
$27.9K ﹤0.01%
40
488
$27.5K ﹤0.01%
465
489
$27.4K ﹤0.01%
1,719
-838
490
$27.4K ﹤0.01%
451
491
$27.4K ﹤0.01%
753
492
$27.3K ﹤0.01%
165
493
$27.1K ﹤0.01%
450
494
$27.1K ﹤0.01%
+1,458
495
$27K ﹤0.01%
351
+182
496
$26.8K ﹤0.01%
302
+1
497
$26.8K ﹤0.01%
163
498
$26.6K ﹤0.01%
6,741
+741
499
$26.5K ﹤0.01%
287
+106
500
$26.3K ﹤0.01%
664
18 19
20
21 22