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
326
$89.8K 0.01%
141
-994
327
$89.7K 0.01%
3,034
+11
328
$89.2K 0.01%
24,376
329
$87.2K 0.01%
1,252
-15
330
$87K 0.01%
750
-3
331
$85K 0.01%
1,778
+19
332
$84.8K 0.01%
9,619
333
$84.7K 0.01%
358
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334
$84.5K 0.01%
+3,564
335
$84K 0.01%
381
336
$83.1K 0.01%
701
-19
337
$82.8K 0.01%
+671
338
$82.3K 0.01%
365
+5
339
$81.3K 0.01%
704
340
$81.3K 0.01%
1,341
341
$80.9K 0.01%
786
342
$80.2K 0.01%
+2,037
343
$79.3K 0.01%
600
344
$78.8K 0.01%
3,744
+3,388
345
$78.6K 0.01%
277
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346
$77.3K 0.01%
231
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347
$76.8K 0.01%
299
+24
348
$76.6K 0.01%
625
+193
349
$76.2K 0.01%
970
-16
350
$76.2K 0.01%
2,048
-785
12 13
14
15 16