MFA

McClarren Financial Advisors Portfolio holdings

AUM $164M
1-Year Est. Return 12.06%
This Quarter Est. Return
1 Year Est. Return
+12.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$105M
AUM Growth
+$4.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
496
New
Increased
Reduced
Closed

Top Buys

1
+$946K
2
+$715K
3
+$490K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$340K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$330K

Top Sells

1
+$4.81M
2
+$2.11M
3
+$296K
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$155K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$155K

Sector Composition

1 Technology 3.93%
2 Industrials 2.27%
3 Consumer Staples 1.97%
4 Healthcare 1.84%
5 Financials 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$0 ﹤0.01%
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477
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478
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479
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480
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26
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– –
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494
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+1
495
– –
-545
496
$0 ﹤0.01%
+1
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