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
676
$8.96K ﹤0.01%
5,564
677
$8.96K ﹤0.01%
363
+1
678
$8.93K ﹤0.01%
281
679
$8.89K ﹤0.01%
1,736
680
$8.83K ﹤0.01%
218
681
$8.8K ﹤0.01%
400
682
$8.77K ﹤0.01%
50
683
$8.66K ﹤0.01%
86
684
$8.6K ﹤0.01%
140
685
$8.58K ﹤0.01%
163
+63
686
$8.57K ﹤0.01%
7
687
$8.53K ﹤0.01%
+30
688
$8.46K ﹤0.01%
731
689
$8.39K ﹤0.01%
203
690
$8.36K ﹤0.01%
809
691
$8.26K ﹤0.01%
338
+6
692
$8.22K ﹤0.01%
694
693
$8.21K ﹤0.01%
158
-172
694
$8.19K ﹤0.01%
658
+156
695
$8.19K ﹤0.01%
100
696
$8.16K ﹤0.01%
+654
697
$8.09K ﹤0.01%
273
-13
698
$8.03K ﹤0.01%
223
-868
699
$7.86K ﹤0.01%
50
700
$7.69K ﹤0.01%
83
26 27
28
29 30