We are live on ! Find out more
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
$121M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
491
New
Increased
Reduced
Closed

Top Buys

1
+$488K
2
+$451K
3
+$378K
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$363K
5
VB icon
Vanguard Small-Cap ETF
VB
+$290K

Top Sells

1
+$421K
2
+$300K
3
+$257K
4
BLD icon
TopBuild
BLD
+$220K
5
DFLV icon
Dimensional US Large Cap Value ETF
DFLV
+$165K

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
in Stake 		Capital Flow
401
– –
-2
402
– –
-8
403
$0 ﹤0.01%
1
404
– –
-3
405
– –
-9
406
$0 ﹤0.01%
1
407
$0 ﹤0.01%
2
408
– –
-2
409
– –
-2
410
$0 ﹤0.01%
3
411
$0 ﹤0.01%
3
412
– –
-4
413
– –
-4
414
$0 ﹤0.01%
+20
415
– –
-822
416
– –
-4
417
– –
-88
418
– –
-15
419
– –
-1
420
– –
-2
421
$0 ﹤0.01%
1
422
$0 ﹤0.01%
1
423
$0 ﹤0.01%
3
424
$0 ﹤0.01%
12
425
$0 ﹤0.01%
13
15 16
17
18 19