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
251
$6K 0.01%
+90
252
$5K 0.01%
+18
253
$5K 0.01%
+204
254
$5K 0.01%
+100
255
$5K 0.01%
+153
256
$5K 0.01%
+120
257
$5K 0.01%
+265
258
$5K 0.01%
+45
259
$4K ﹤0.01%
+35
260
$4K ﹤0.01%
+90
261
$4K ﹤0.01%
+52
262
$4K ﹤0.01%
+150
263
$4K ﹤0.01%
+78
264
$4K ﹤0.01%
+91
265
$4K ﹤0.01%
+100
266
$4K ﹤0.01%
+42
267
$4K ﹤0.01%
+147
268
$4K ﹤0.01%
+472
269
$4K ﹤0.01%
+60
270
$3K ﹤0.01%
+553
271
$3K ﹤0.01%
+42
272
$3K ﹤0.01%
+105
273
$3K ﹤0.01%
+96
274
$3K ﹤0.01%
+202
275
$2K ﹤0.01%
+17
9 10
11
12 13