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
$112M
AUM Growth
+$7.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$1.32M
2
+$347K
3
+$152K
4
VB icon
Vanguard Small-Cap ETF
VB
+$151K
5
PFD
Flaherty & Crumrine Preferred and Income Fund
PFD
+$143K

Top Sells

1
+$223K
2
+$150K
3
+$118K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$103K
5
MSFT icon
Microsoft
MSFT
+$96.7K

Sector Composition

1 Technology 1.88%
2 Industrials 1.82%
3 Communication Services 0.86%
4 Healthcare 0.8%
5 Financials 0.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$101K 0.09%
1,407
77
$100K 0.09%
278
+1
78
$94K 0.08%
2,418
+7
79
$93K 0.08%
2,310
-17
80
$91K 0.08%
185
81
$90K 0.08%
307
82
$90K 0.08%
+1,928
83
$88K 0.08%
3,840
+39
84
$84K 0.08%
362
+1
85
$84K 0.08%
769
+3
86
$82K 0.07%
439
+2
87
$82K 0.07%
335
+2
88
$79K 0.07%
1,552
89
$77K 0.07%
912
90
$76K 0.07%
221
+1
91
$71K 0.06%
464
+4
92
$68K 0.06%
525
+2
93
$65K 0.06%
391
+2
94
$63K 0.06%
1,076
+1
95
$62K 0.06%
571
+2
96
$60K 0.05%
1,115
+5
97
$60K 0.05%
164
+1
98
$57K 0.05%
878
+2
99
$55K 0.05%
870
+6
100
$50K 0.04%
312
2 3
4
5 6