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
$154M
AUM Growth
+$2.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
324
New
Increased
Reduced
Closed

Top Buys

1
+$4.18M
2
+$1.71M
3
+$1.7M
4
MGC icon
Vanguard Mega Cap 300 Index ETF
MGC
+$1.65M
5
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$1.42M

Top Sells

1
+$4.17M
2
+$1.57M
3
+$1.49M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$1.16M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$929K

Sector Composition

1 Technology 4.34%
2 Consumer Staples 1.39%
3 Financials 0.82%
4 Communication Services 0.78%
5 Healthcare 0.58%
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