MFA

McClarren Financial Advisors Portfolio holdings

AUM $164M
1-Year Est. Return 12.06%
This Quarter Est. Return
1 Year Est. Return
+12.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$100M
AUM Growth
+$69.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
337
New
Increased
Reduced
Closed

Top Buys

1 +$8.53M
2 +$7.7M
3 +$4.73M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$4.64M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.93M

Top Sells

No sells this quarter

Sector Composition

1 Technology 4.1%
2 Industrials 2.16%
3 Consumer Staples 1.68%
4 Healthcare 1.6%
5 Financials 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$13K 0.01%
+387
227
$13K 0.01%
+167
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$13K 0.01%
+174
229
$12K 0.01%
+56
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+397
231
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+1,086
232
$10K 0.01%
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233
$10K 0.01%
+446
234
$10K 0.01%
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235
$9K 0.01%
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236
$9K 0.01%
+238
237
$9K 0.01%
+157
238
$8K 0.01%
+238
239
$8K 0.01%
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240
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242
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244
$7K 0.01%
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$6K 0.01%
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248
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+194
249
$6K 0.01%
+114
250
$6K 0.01%
+33