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
551
$20.9K ﹤0.01%
582
-6,327
552
$20.7K ﹤0.01%
538
+168
553
$20.6K ﹤0.01%
1,560
-103
554
$20.5K ﹤0.01%
105
555
$20.4K ﹤0.01%
60
-150
556
$20.2K ﹤0.01%
445
557
$19.9K ﹤0.01%
120
558
$19.7K ﹤0.01%
498
-607
559
$19.5K ﹤0.01%
100
-17
560
$19.4K ﹤0.01%
65
+3
561
$19.4K ﹤0.01%
+131
562
$19.4K ﹤0.01%
355
+104
563
$19.2K ﹤0.01%
65
564
$18.9K ﹤0.01%
+1,445
565
$18.7K ﹤0.01%
184
566
$18.7K ﹤0.01%
509
567
$18.6K ﹤0.01%
667
568
$18.6K ﹤0.01%
143
569
$18.5K ﹤0.01%
162
570
$18.5K ﹤0.01%
1,071
571
$18.4K ﹤0.01%
415
572
$18.4K ﹤0.01%
151
573
$18.3K ﹤0.01%
151
+2
574
$18.2K ﹤0.01%
108
+33
575
$18.1K ﹤0.01%
250
21 22
23
24 25