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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
376
– –
-5
377
$0 ﹤0.01%
217
+215
378
$0 ﹤0.01%
95
+93
379
$0 ﹤0.01%
12
-66
380
– –
-200
381
– –
-434
382
$0 ﹤0.01%
1,998
+1,992
383
$0 ﹤0.01%
+175
384
$0 ﹤0.01%
468
+467
385
– –
-87
12 13 14 15
16