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
201
$18K 0.02%
+203
202
$18K 0.02%
+154
203
$17K 0.02%
+313
204
$17K 0.02%
+509
205
$16K 0.02%
+296
206
$16K 0.02%
+187
207
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208
$16K 0.02%
+99
209
$16K 0.02%
+90
210
$16K 0.02%
+469
211
$16K 0.02%
+451
212
$16K 0.02%
+222
213
$16K 0.02%
+149
214
$15K 0.02%
+667
215
$15K 0.02%
+1,511
216
$15K 0.02%
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217
$15K 0.02%
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218
$15K 0.02%
+414
219
$14K 0.01%
+166
220
$14K 0.01%
+64
221
$14K 0.01%
+141
222
$14K 0.01%
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223
$14K 0.01%
+175
224
$14K 0.01%
+2,103
225
$14K 0.01%
+520