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
$143M
AUM Growth
+$3.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
385
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$4.9M
3
+$4.5M
4
AVGO icon
Broadcom
AVGO
+$4.43M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$3.13M

Top Sells

1
+$4.7M
2
+$4.65M
3
+$4.56M
4
AAPL icon
Apple
AAPL
+$3.46M
5
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$3.07M

Sector Composition

1 Technology 5.09%
2 Healthcare 1.8%
3 Consumer Staples 1.6%
4 Industrials 1.45%
5 Financials 1.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$69K 0.05%
210
-118
127
$69K 0.05%
42
-1,588
128
$69K 0.05%
83
-1,582
129
$65K 0.05%
43
-1,457
130
$64K 0.04%
533
-66
131
$63K 0.04%
156
-641
132
$62K 0.04%
61
-943
133
$62K 0.04%
76
-729
134
$59K 0.04%
97
-519
135
$58K 0.04%
345
+8
136
$58K 0.04%
65
+64
137
$58K 0.04%
198
-2,436
138
$56K 0.04%
120
-344
139
$54K 0.04%
45
-1,432
140
$54K 0.04%
466
+117
141
$53K 0.04%
176
-126
142
$53K 0.04%
57
-855
143
$53K 0.04%
173
-137
144
$52K 0.04%
267
-550
145
$51K 0.04%
10,640
+10,140
146
$50K 0.03%
362
+17
147
$48K 0.03%
108
-1,404
148
$48K 0.03%
241
+41
149
$48K 0.03%
71
-598
150
$46K 0.03%
661
+520
4 5
6
7 8