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
801
$3.59K ﹤0.01%
10
802
$3.59K ﹤0.01%
113
803
$3.56K ﹤0.01%
90
804
$3.52K ﹤0.01%
38
805
$3.52K ﹤0.01%
345
806
$3.5K ﹤0.01%
463
807
$3.49K ﹤0.01%
78
808
$3.47K ﹤0.01%
256
809
$3.46K ﹤0.01%
15
-2
810
$3.45K ﹤0.01%
11
811
$3.43K ﹤0.01%
10
812
$3.39K ﹤0.01%
36
+11
813
$3.38K ﹤0.01%
59
814
$3.38K ﹤0.01%
31
-5
815
$3.23K ﹤0.01%
42
816
$3.22K ﹤0.01%
26
817
$3.18K ﹤0.01%
25
-140
818
$3.06K ﹤0.01%
8
+4
819
$3.05K ﹤0.01%
+183
820
$2.93K ﹤0.01%
148
821
$2.79K ﹤0.01%
147
-4,072
822
$2.74K ﹤0.01%
23
823
$2.7K ﹤0.01%
56
824
$2.69K ﹤0.01%
23
-1
825
$2.65K ﹤0.01%
46
31 32
33
34 35