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
851
$1.93K ﹤0.01%
62
852
$1.89K ﹤0.01%
2
853
$1.86K ﹤0.01%
14
854
$1.85K ﹤0.01%
250
855
$1.84K ﹤0.01%
14
-4
856
$1.83K ﹤0.01%
8
-2
857
$1.81K ﹤0.01%
58
858
$1.8K ﹤0.01%
3
859
$1.79K ﹤0.01%
16
860
$1.78K ﹤0.01%
3
-1
861
$1.77K ﹤0.01%
11
862
$1.72K ﹤0.01%
61
863
$1.71K ﹤0.01%
16
864
$1.7K ﹤0.01%
91
865
$1.69K ﹤0.01%
377
866
$1.64K ﹤0.01%
60
-8
867
$1.61K ﹤0.01%
23
-14
868
$1.59K ﹤0.01%
+100
869
$1.57K ﹤0.01%
6
870
$1.55K ﹤0.01%
652
871
$1.53K ﹤0.01%
20
872
$1.5K ﹤0.01%
11
873
$1.5K ﹤0.01%
10
-2
874
$1.48K ﹤0.01%
30
875
$1.47K ﹤0.01%
8
-120
33 34
35
36 37