MFA
McClarren Financial Advisors Portfolio holdings
AUM
$154M
1-Year Return
10.55%
This Quarter Return
+5.76%
1 Year Return
+10.55%
3 Year Return
+49.4%
5 Year Return
–
10 Year Return
–
AUM
$795K
AUM Growth
-$142M
(-99%)
Cap. Flow
-$3.42M
Cap. Flow
% of AUM
-430.07%
Top 10 Holdings %
Top 10 Hldgs %
78.73%
Holding
370
New
11
Increased
180
Reduced
75
Closed
99
Top Buys
Top Sells
| 1 |
Eli Lilly
LLY
|
$468K |
| 2 |
Intuit
INTU
|
$295K |
| 3 |
Vanguard Short-Term Bond ETF
BSV
|
$260K |
| 4 |
iShares US Industrials ETF
IYJ
|
$193K |
| 5 |
iShares Morningstar Growth ETF
ILCG
|
$175K |
Sector Composition
| 1 | Industrials | 2.18% |
| 2 | Consumer Staples | 0.83% |
| 3 | Communication Services | 0.55% |
| 4 | Consumer Discretionary | 0.29% |
| 5 | Healthcare | 0.28% |
