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
776
$4.41K ﹤0.01%
59
-185
777
$4.41K ﹤0.01%
100
-10
778
$4.33K ﹤0.01%
250
779
$4.32K ﹤0.01%
29
780
$4.31K ﹤0.01%
50
781
$4.29K ﹤0.01%
68
+30
782
$4.26K ﹤0.01%
24
-2
783
$4.25K ﹤0.01%
45
784
$4.18K ﹤0.01%
19
+3
785
$4.16K ﹤0.01%
438
786
$4.1K ﹤0.01%
133
787
$4.09K ﹤0.01%
353
+3
788
$4.05K ﹤0.01%
12
-1
789
$3.95K ﹤0.01%
95
790
$3.89K ﹤0.01%
13
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$3.87K ﹤0.01%
25
792
$3.83K ﹤0.01%
100
793
$3.8K ﹤0.01%
111
794
$3.79K ﹤0.01%
22
795
$3.76K ﹤0.01%
86
+32
796
$3.72K ﹤0.01%
100
797
$3.71K ﹤0.01%
32
798
$3.68K ﹤0.01%
85
799
$3.67K ﹤0.01%
76
800
$3.61K ﹤0.01%
169
-5,326
30 31
32
33 34