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
176
$26K 0.03%
+149
177
$26K 0.03%
+370
178
$25K 0.02%
+600
179
$25K 0.02%
+312
180
$25K 0.02%
+161
181
$24K 0.02%
+800
182
$24K 0.02%
+632
183
$24K 0.02%
+284
184
$24K 0.02%
+3,488
185
$24K 0.02%
+286
186
$24K 0.02%
+1,767
187
$23K 0.02%
+2,006
188
$22K 0.02%
+245
189
$22K 0.02%
+890
190
$22K 0.02%
+1,418
191
$22K 0.02%
+246
192
$22K 0.02%
+400
193
$21K 0.02%
+500
194
$21K 0.02%
+520
195
$21K 0.02%
+996
196
$21K 0.02%
+290
197
$20K 0.02%
+155
198
$19K 0.02%
+110
199
$18K 0.02%
+500
200
$18K 0.02%
+500
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8
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