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
876
$1.46K ﹤0.01%
272
-1
877
$1.39K ﹤0.01%
61
878
$1.39K ﹤0.01%
27
879
$1.38K ﹤0.01%
29
880
$1.36K ﹤0.01%
90
881
$1.34K ﹤0.01%
13
882
$1.33K ﹤0.01%
334
883
$1.33K ﹤0.01%
+54
884
$1.3K ﹤0.01%
41
885
$1.28K ﹤0.01%
27
-60
886
$1.28K ﹤0.01%
6
887
$1.27K ﹤0.01%
50
888
$1.26K ﹤0.01%
5
889
$1.24K ﹤0.01%
3
-1
890
$1.24K ﹤0.01%
41
891
$1.22K ﹤0.01%
68
892
$1.22K ﹤0.01%
6
893
$1.22K ﹤0.01%
+17
894
$1.22K ﹤0.01%
88
895
$1.21K ﹤0.01%
114
-429
896
$1.21K ﹤0.01%
47
-285
897
$1.17K ﹤0.01%
58
898
$1.17K ﹤0.01%
15
+14
899
$1.16K ﹤0.01%
16
900
$1.16K ﹤0.01%
3
34 35
36
37 38