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
151
$41K 0.04%
+518
152
$41K 0.04%
+588
153
$40K 0.04%
+190
154
$40K 0.04%
+299
155
$40K 0.04%
+2,544
156
$40K 0.04%
+1,030
157
$39K 0.04%
+328
158
$38K 0.04%
+326
159
$38K 0.04%
+2,441
160
$37K 0.04%
+254
161
$34K 0.03%
+161
162
$34K 0.03%
+383
163
$34K 0.03%
+1,374
164
$33K 0.03%
+781
165
$32K 0.03%
+559
166
$32K 0.03%
+329
167
$31K 0.03%
+1,474
168
$31K 0.03%
+1,328
169
$31K 0.03%
+210
170
$29K 0.03%
+673
171
$29K 0.03%
+800
172
$29K 0.03%
+517
173
$28K 0.03%
+1,190
174
$28K 0.03%
+470
175
$27K 0.03%
+620
5 6
7
8 9