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
$105M
AUM Growth
+$4.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
496
New
Increased
Reduced
Closed

Top Buys

1
+$946K
2
+$715K
3
+$490K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$340K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$330K

Top Sells

1
+$4.81M
2
+$2.11M
3
+$296K
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$155K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$155K

Sector Composition

1 Technology 3.93%
2 Industrials 2.27%
3 Consumer Staples 1.97%
4 Healthcare 1.84%
5 Financials 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$33K 0.03%
517
177
$32K 0.03%
326
+14
178
$32K 0.03%
561
+2
179
$31K 0.03%
213
+3
180
$31K 0.03%
153
+4
181
$31K 0.03%
+920
182
$31K 0.03%
810
+10
183
$30K 0.03%
371
+1
184
$29K 0.03%
1,004
+8
185
$28K 0.03%
289
+3
186
$28K 0.03%
400
187
$28K 0.03%
634
+2
188
$27K 0.03%
+1,159
189
$27K 0.03%
623
+3
190
$27K 0.03%
815
+15
191
$26K 0.02%
1,776
+9
192
$26K 0.02%
285
+1
193
$26K 0.02%
2,025
+19
194
$26K 0.02%
503
+3
195
$25K 0.02%
162
+1
196
$25K 0.02%
252
+6
197
$25K 0.02%
523
+3
198
$24K 0.02%
294
+4
199
$24K 0.02%
614
+2
200
$24K 0.02%
157
+2
6 7
8
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