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
$100M
AUM Growth
+$69.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
337
New
Increased
Reduced
Closed

Top Buys

1
+$8.53M
2
+$7.7M
3
+$4.73M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$4.64M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.93M

Top Sells

No sells this quarter

Sector Composition

1 Technology 4.1%
2 Industrials 2.16%
3 Consumer Staples 1.68%
4 Healthcare 1.6%
5 Financials 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$133K 0.13%
+1,591
77
$132K 0.13%
+1,024
78
$129K 0.13%
+4,795
79
$127K 0.13%
+5,867
80
$125K 0.12%
+3,964
81
$121K 0.12%
+1,385
82
$117K 0.12%
+2,520
83
$116K 0.12%
+542
84
$114K 0.11%
+1,715
85
$112K 0.11%
+660
86
$111K 0.11%
+1,098
87
$111K 0.11%
+1,300
88
$103K 0.1%
+1,188
89
$100K 0.1%
+2,088
90
$96K 0.1%
+424
91
$94K 0.09%
+8,898
92
$93K 0.09%
+879
93
$93K 0.09%
+906
94
$91K 0.09%
+2,286
95
$89K 0.09%
+577
96
$88K 0.09%
+637
97
$88K 0.09%
+657
98
$84K 0.08%
+505
99
$81K 0.08%
+1,010
100
$80K 0.08%
+1,475
2 3
4
5 6