MFA
McClarren Financial Advisors Portfolio holdings
AUM
$154M
1-Year Return
10.55%
This Quarter Return
-4.61%
1 Year Return
+10.55%
3 Year Return
+49.4%
5 Year Return
–
10 Year Return
–
AUM
$138M
AUM Growth
-$8.51M
(-5.8%)
Cap. Flow
-$1.27M
Cap. Flow
% of AUM
-0.92%
Top 10 Holdings %
Top 10 Hldgs %
65.36%
Holding
344
New
10
Increased
96
Reduced
102
Closed
36
Top Buys
| 1 |
Vanguard Ultra-Short Bond ETF
VUSB
|
$353K |
| 2 |
TopBuild
BLD
|
$291K |
| 3 |
WSFS Financial
WSFS
|
$117K |
| 4 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
$84.6K |
| 5 |
FreightCar America
RAIL
|
$73K |
Top Sells
| 1 |
iShares Core 1-5 Year USD Bond ETF
ISTB
|
$313K |
| 2 |
BMTC
Bryn Mawr Bank Corp
BMTC
|
$126K |
| 3 |
Vanguard Total Bond Market
BND
|
$124K |
| 4 |
Canadian Pacific Kansas City
CP
|
$124K |
| 5 |
CERN
Cerner Corp
CERN
|
$122K |
Sector Composition
| 1 | Technology | 2.64% |
| 2 | Industrials | 1.61% |
| 3 | Healthcare | 1.03% |
| 4 | Financials | 0.8% |
| 5 | Communication Services | 0.73% |
