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
$100M
AUM Growth
+$69.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
337
New
Increased
Reduced
Closed

Top Buys

1 +$9.48M
2 +$8.51M
3 +$5.16M
4
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$4.75M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.37M

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
326
$0 ﹤0.01%
+1
327
$0 ﹤0.01%
+3
328
$0 ﹤0.01%
+14
329
$0 ﹤0.01%
+72
330
$0 ﹤0.01%
+12
331
$0 ﹤0.01%
+20
332
$0 ﹤0.01%
+5
333
$0 ﹤0.01%
+10
334
$0 ﹤0.01%
+30
335
$0 ﹤0.01%
+2
336
$0 ﹤0.01%
+29
337
$0 ﹤0.01%
+22