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
126
$50K 0.05%
+336
127
$50K 0.05%
+1,023
128
$49K 0.05%
+1,090
129
$49K 0.05%
+301
130
$48K 0.05%
+305
131
$48K 0.05%
+1,217
132
$48K 0.05%
+1,202
133
$48K 0.05%
+328
134
$47K 0.05%
+1,500
135
$46K 0.05%
12,400
136
$45K 0.04%
+501
137
$45K 0.04%
+2,955
138
$45K 0.04%
+643
139
$45K 0.04%
+2,421
140
$44K 0.04%
+1,026
141
$44K 0.04%
+521
142
$44K 0.04%
+875
143
$43K 0.04%
+1,522
144
$43K 0.04%
+189
145
$43K 0.04%
+980
146
$43K 0.04%
+279
147
$43K 0.04%
+1,476
148
$42K 0.04%
+600
149
$41K 0.04%
+871
150
$41K 0.04%
+307
4 5
6
7 8