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
501
$26.3K ﹤0.01%
1,000
502
$26.2K ﹤0.01%
2,479
503
$26.1K ﹤0.01%
541
504
$26.1K ﹤0.01%
1,744
505
$25.9K ﹤0.01%
1,066
+2
506
$25.8K ﹤0.01%
138
507
$25.7K ﹤0.01%
89
-5
508
$25.7K ﹤0.01%
319
+10
509
$25.6K ﹤0.01%
36
510
$25.6K ﹤0.01%
300
511
$25.6K ﹤0.01%
8
512
$25.4K ﹤0.01%
171
+141
513
$25.4K ﹤0.01%
277
+20
514
$24.9K ﹤0.01%
1,454
+1
515
$24.9K ﹤0.01%
222
516
$24.9K ﹤0.01%
283
517
$24.8K ﹤0.01%
321
518
$24.8K ﹤0.01%
954
+405
519
$24.7K ﹤0.01%
236
-3
520
$24.6K ﹤0.01%
4,792
521
$24.5K ﹤0.01%
46
522
$24.4K ﹤0.01%
2,175
523
$24.3K ﹤0.01%
272
-5
524
$24.2K ﹤0.01%
371
+2
525
$24.1K ﹤0.01%
712
-9
19 20
21
22 23