MFA

McClarren Financial Advisors Portfolio holdings

AUM $169M
1-Year Est. Return 16.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.03%
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%
27
-63
277
$2K ﹤0.01%
1,111
+1,110
278
$2K ﹤0.01%
+1,022
279
$2K ﹤0.01%
180
+144
280
$2K ﹤0.01%
+133
281
$2K ﹤0.01%
62
-47
282
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+11
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50
-40
284
$1K ﹤0.01%
2
-639
285
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18
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286
$1K ﹤0.01%
11
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$1K ﹤0.01%
303
+298
288
$1K ﹤0.01%
74
+58
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$1K ﹤0.01%
26
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$1K ﹤0.01%
290
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291
$1K ﹤0.01%
344
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292
$1K ﹤0.01%
32
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38
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294
$1K ﹤0.01%
+123
295
$1K ﹤0.01%
44
+5
296
– –
0
297
$1K ﹤0.01%
595
+593
298
$1K ﹤0.01%
27
-87
299
$1K ﹤0.01%
+95
300
$1K ﹤0.01%
8
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10 11
12
13 14