MFA
McClarren Financial Advisors Portfolio holdings
AUM
$168M
1-Year Est. Return
14.63%
This Fund
S&P 500
1 Year Est. Return
+14.63%
AUM
$139M
AUM Growth
+$7.98M
(+6.1%)
Holding
428
Top Buys
| 1 | +$979K | |
| 2 | +$298K | |
| 3 | +$269K | |
| 4 |
Global X S&P 500 Catholic Values ETF
CATH
|
+$225K |
| 5 |
Procter & Gamble
PG
|
+$99.9K |
Top Sells
| 1 | +$308K | |
| 2 | +$185K | |
| 3 | +$162K | |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
+$158K |
| 5 |
Schwab International Equity ETF
SCHF
|
+$155K |
Sector Composition
| 1 | Technology | 4.85% |
| 2 | Healthcare | 1.88% |
| 3 | Consumer Staples | 1.67% |
| 4 | Financials | 1.34% |
| 5 | Industrials | 1.21% |