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
$139M
AUM Growth
+$7.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
428
New
Increased
Reduced
Closed

Top Buys

1
+$980K
2
+$269K
3
+$237K
4
UNH icon
UnitedHealth
UNH
+$129K
5
PG icon
Procter & Gamble
PG
+$103K

Top Sells

1
+$308K
2
+$185K
3
+$166K
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$162K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$155K

Sector Composition

1 Technology 4.85%
2 Healthcare 1.88%
3 Consumer Staples 1.67%
4 Financials 1.34%
5 Industrials 1.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
– –
-18
427
– –
-29
428
– –
-118
14 15 16 17
18