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
826
$2.58K ﹤0.01%
39
-64
827
$2.55K ﹤0.01%
10
-1
828
$2.48K ﹤0.01%
16
829
$2.46K ﹤0.01%
29
830
$2.4K ﹤0.01%
8,000
831
$2.39K ﹤0.01%
137
832
$2.39K ﹤0.01%
20
833
$2.37K ﹤0.01%
7
834
$2.33K ﹤0.01%
27
+15
835
$2.3K ﹤0.01%
41
836
$2.29K ﹤0.01%
40
837
$2.27K ﹤0.01%
12
-1
838
$2.25K ﹤0.01%
8
839
$2.2K ﹤0.01%
100
840
$2.19K ﹤0.01%
81
841
$2.15K ﹤0.01%
44
842
$2.09K ﹤0.01%
50
843
$2.09K ﹤0.01%
32
-6
844
$2.08K ﹤0.01%
4
845
$2.07K ﹤0.01%
24
846
$2.02K ﹤0.01%
25
847
$1.99K ﹤0.01%
93
+78
848
$1.98K ﹤0.01%
36
849
$1.98K ﹤0.01%
210
850
$1.95K ﹤0.01%
13
32 33
34
35 36