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
376
$61.6K ﹤0.01%
127
+4
377
$61.4K ﹤0.01%
2,000
378
$60.8K ﹤0.01%
981
379
$60.7K ﹤0.01%
6,505
-287
380
$60.6K ﹤0.01%
679
381
$60.4K ﹤0.01%
844
382
$60K ﹤0.01%
190
383
$59.8K ﹤0.01%
281
+1
384
$58.3K ﹤0.01%
600
385
$58K ﹤0.01%
3,432
386
$57K ﹤0.01%
1,800
387
$56.6K ﹤0.01%
1,521
388
$56.4K ﹤0.01%
108
-3
389
$55.8K ﹤0.01%
764
390
$54.4K ﹤0.01%
4,606
391
$54.2K ﹤0.01%
820
392
$53.5K ﹤0.01%
6,144
393
$52.5K ﹤0.01%
621
394
$52.3K ﹤0.01%
251
395
$51.5K ﹤0.01%
641
+11
396
$51.4K ﹤0.01%
389
+1
397
$51K ﹤0.01%
2,750
398
$50.7K ﹤0.01%
200
399
$50.7K ﹤0.01%
241
+110
400
$50.6K ﹤0.01%
362
14 15
16
17 18