MFA

McClarren Financial Advisors Portfolio holdings

AUM $168M
1-Year Est. Return 14.63%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$151M
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$16.5M
3
+$12.9M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$8.72M
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$8.65M

Top Sells

1
+$4.48M
2
+$516K
3
+$400K
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$285K
5
INTU icon
Intuit
INTU
+$282K

Sector Composition

1 Technology 4.64%
2 Financials 1.73%
3 Consumer Staples 1.59%
4 Healthcare 1.08%
5 Communication Services 0.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$6K ﹤0.01%
+11
227
$6K ﹤0.01%
+10
228
$6K ﹤0.01%
+6
229
$6K ﹤0.01%
+275
230
$6K ﹤0.01%
94
231
$6K ﹤0.01%
77
-483
232
$6K ﹤0.01%
166
+60
233
$5K ﹤0.01%
+22
234
$5K ﹤0.01%
+35
235
$5K ﹤0.01%
+172
236
$5K ﹤0.01%
+11
237
$5K ﹤0.01%
203
-342
238
$5K ﹤0.01%
92
+37
239
$4K ﹤0.01%
94
+52
240
$4K ﹤0.01%
96
241
$4K ﹤0.01%
+158
242
$4K ﹤0.01%
+17
243
$3K ﹤0.01%
140
244
$3K ﹤0.01%
+83
245
$3K ﹤0.01%
408
-12
246
$3K ﹤0.01%
+21
247
$3K ﹤0.01%
114
+91
248
$3K ﹤0.01%
17
249
$2K ﹤0.01%
+484
250
$2K ﹤0.01%
90
8 9
10
11 12