MFA
McClarren Financial Advisors Portfolio holdings
AUM
$154M
1-Year Return
10.55%
This Quarter Return
-14.22%
1 Year Return
+10.55%
3 Year Return
+49.4%
5 Year Return
–
10 Year Return
–
AUM
$31.2M
AUM Growth
-$107M
(-77%)
Cap. Flow
-$93.1M
Cap. Flow
% of AUM
-298.05%
Top 10 Holdings %
Top 10 Hldgs %
70.87%
Holding
308
New
–
Increased
4
Reduced
24
Closed
275
Top Buys
| 1 |
Apple
AAPL
|
$565K |
| 2 |
Norfolk Southern
NSC
|
$32K |
| 3 |
Xcel Energy
XEL
|
$1.48K |
| 4 |
iShares ESG Optimized MSCI USA ETF
SUSA
|
$1.45K |
Top Sells
Sector Composition
| 1 | Technology | 8.03% |
| 2 | Industrials | 3.71% |
| 3 | Healthcare | 0.95% |
| 4 | Utilities | 0.74% |
| 5 | Financials | 0% |
