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
651
$10.5K ﹤0.01%
1,146
+65
652
$10.4K ﹤0.01%
+61
653
$10.3K ﹤0.01%
392
654
$10.3K ﹤0.01%
525
655
$10.3K ﹤0.01%
472
656
$10.2K ﹤0.01%
82
657
$10.2K ﹤0.01%
419
658
$10.1K ﹤0.01%
692
659
$10.1K ﹤0.01%
1,000
660
$9.97K ﹤0.01%
384
+154
661
$9.97K ﹤0.01%
85
662
$9.91K ﹤0.01%
50
663
$9.79K ﹤0.01%
+266
664
$9.74K ﹤0.01%
156
665
$9.63K ﹤0.01%
84
+18
666
$9.57K ﹤0.01%
+229
667
$9.52K ﹤0.01%
34
668
$9.41K ﹤0.01%
60
669
$9.38K ﹤0.01%
+82
670
$9.33K ﹤0.01%
1,172
671
$9.33K ﹤0.01%
785
672
$9.3K ﹤0.01%
824
673
$9.24K ﹤0.01%
125
674
$9.02K ﹤0.01%
100
675
$8.96K ﹤0.01%
169
+44
25 26
27
28 29