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
$151M
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1 +$17.4M
2 +$16.5M
3 +$12.9M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$8.72M
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$8.65M

Top Sells

1 +$4.48M
2 +$516K
3 +$400K
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$285K
5
INTU icon
Intuit
INTU
+$282K

Sector Composition

1 Technology 4.64%
2 Financials 1.73%
3 Consumer Staples 1.59%
4 Healthcare 1.08%
5 Communication Services 0.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$0 ﹤0.01%
+15
377
-314
378
$0 ﹤0.01%
+26
379
$0 ﹤0.01%
+30
380
$0 ﹤0.01%
+50
381
$0 ﹤0.01%
+14