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
276
$2K ﹤0.01%
+51
277
$2K ﹤0.01%
+10
278
$2K ﹤0.01%
+49
279
$2K ﹤0.01%
+32
280
$2K ﹤0.01%
+16
281
$2K ﹤0.01%
+53
282
$2K ﹤0.01%
+42
283
$1K ﹤0.01%
+35
284
$1K ﹤0.01%
+88
285
$1K ﹤0.01%
+14
286
$1K ﹤0.01%
+158
287
$1K ﹤0.01%
+16
288
$1K ﹤0.01%
+8
289
$1K ﹤0.01%
+35
290
$1K ﹤0.01%
+43
291
$1K ﹤0.01%
+66
292
$1K ﹤0.01%
+50
293
$1K ﹤0.01%
+21
294
$1K ﹤0.01%
+54
295
$1K ﹤0.01%
+336
296
$1K ﹤0.01%
+54
297
$1K ﹤0.01%
+36
298
$1K ﹤0.01%
+150
299
$1K ﹤0.01%
+137
300
$0 ﹤0.01%
+3
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