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
$105M
AUM Growth
+$4.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
496
New
Increased
Reduced
Closed

Top Buys

1
+$946K
2
+$715K
3
+$490K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$340K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$330K

Top Sells

1
+$4.81M
2
+$2.11M
3
+$296K
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$155K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$155K

Sector Composition

1 Technology 3.93%
2 Industrials 2.27%
3 Consumer Staples 1.97%
4 Healthcare 1.84%
5 Financials 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$6K 0.01%
+50
277
$5K ﹤0.01%
53
+1
278
$5K ﹤0.01%
150
279
$5K ﹤0.01%
153
280
$5K ﹤0.01%
92
+1
281
$5K ﹤0.01%
42
282
$5K ﹤0.01%
522
+50
283
$5K ﹤0.01%
+100
284
$4K ﹤0.01%
16
285
$4K ﹤0.01%
147
286
$4K ﹤0.01%
60
287
$3K ﹤0.01%
44
+2
288
$3K ﹤0.01%
74
-599
289
$3K ﹤0.01%
+205
290
$3K ﹤0.01%
96
291
$3K ﹤0.01%
+205
292
$3K ﹤0.01%
30
293
$3K ﹤0.01%
42
294
$3K ﹤0.01%
553
295
$2K ﹤0.01%
54
+1
296
$2K ﹤0.01%
+204
297
$2K ﹤0.01%
+49
298
$2K ﹤0.01%
27
+6
299
$2K ﹤0.01%
100
+34
300
$2K ﹤0.01%
11
+1
10 11
12
13 14