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
701
$7.64K ﹤0.01%
133
+36
702
$7.63K ﹤0.01%
2,500
703
$7.61K ﹤0.01%
158
704
$7.59K ﹤0.01%
113
705
$7.53K ﹤0.01%
141
706
$7.47K ﹤0.01%
115
+66
707
$7.45K ﹤0.01%
78
708
$7.34K ﹤0.01%
134
-11
709
$7.26K ﹤0.01%
148
710
$7.26K ﹤0.01%
114
711
$7.2K ﹤0.01%
75
-42
712
$7.17K ﹤0.01%
383
713
$7.08K ﹤0.01%
66
714
$7.04K ﹤0.01%
+442
715
$6.97K ﹤0.01%
138
+11
716
$6.94K ﹤0.01%
144
-600
717
$6.93K ﹤0.01%
195
-87
718
$6.92K ﹤0.01%
1,643
719
$6.88K ﹤0.01%
258
720
$6.86K ﹤0.01%
335
721
$6.83K ﹤0.01%
36
-4
722
$6.81K ﹤0.01%
73
723
$6.81K ﹤0.01%
+275
724
$6.79K ﹤0.01%
+75
725
$6.78K ﹤0.01%
54
+15
27 28
29
30 31