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
$143M
AUM Growth
+$3.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
385
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$4.9M
3
+$4.5M
4
AVGO icon
Broadcom
AVGO
+$4.43M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$3.13M

Top Sells

1
+$4.7M
2
+$4.65M
3
+$4.56M
4
AAPL icon
Apple
AAPL
+$3.46M
5
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$3.07M

Sector Composition

1 Technology 5.09%
2 Healthcare 1.8%
3 Consumer Staples 1.6%
4 Industrials 1.45%
5 Financials 1.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$2K ﹤0.01%
+1,022
277
$2K ﹤0.01%
62
-47
278
$2K ﹤0.01%
+11
279
$2K ﹤0.01%
50
-40
280
$2K ﹤0.01%
27
-63
281
$2K ﹤0.01%
180
+144
282
$2K ﹤0.01%
+133
283
$2K ﹤0.01%
1,111
+1,110
284
$1K ﹤0.01%
11
-106
285
$1K ﹤0.01%
303
+298
286
$1K ﹤0.01%
74
+58
287
$1K ﹤0.01%
18
-82
288
$1K ﹤0.01%
26
-32
289
$1K ﹤0.01%
290
+285
290
$1K ﹤0.01%
344
+340
291
$1K ﹤0.01%
32
-19
292
$1K ﹤0.01%
38
+4
293
$1K ﹤0.01%
+123
294
$1K ﹤0.01%
44
+5
295
– –
0
296
$1K ﹤0.01%
595
+593
297
$1K ﹤0.01%
27
-87
298
$1K ﹤0.01%
+95
299
$1K ﹤0.01%
8
-176
300
$1K ﹤0.01%
59
+39
10 11
12
13 14