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
$131M
AUM Growth
+$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
433
New
Increased
Reduced
Closed

Top Buys

1
+$901K
2
+$520K
3
+$396K
4
VV icon
Vanguard Large-Cap ETF
VV
+$370K
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$361K

Top Sells

1
+$260K
2
+$243K
3
+$153K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$90K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$65.3K

Sector Composition

1 Technology 5.41%
2 Healthcare 1.81%
3 Industrials 1.63%
4 Consumer Staples 1.6%
5 Financials 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$1K ﹤0.01%
8
352
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369
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+20
370
– –
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374
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375
$0 ﹤0.01%
3
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16 17