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
$121M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
491
New
Increased
Reduced
Closed

Top Buys

1
+$512K
2
+$451K
3
+$399K
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$359K
5
VB icon
Vanguard Small-Cap ETF
VB
+$305K

Top Sells

1
+$419K
2
+$317K
3
+$269K
4
BLD icon
TopBuild
BLD
+$266K
5
DFLV icon
Dimensional US Large Cap Value ETF
DFLV
+$170K

Sector Composition

1 Technology 5.26%
2 Consumer Staples 1.89%
3 Industrials 1.81%
4 Healthcare 1.55%
5 Financials 1.27%
Name Market Value Portfolio Weight Shares or Principal Change
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