MFA

McClarren Financial Advisors Portfolio holdings

AUM $168M
1-Year Est. Return 14.63%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$131M
AUM Growth
+$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
433
New
Increased
Reduced
Closed

Top Buys

1
+$835K
2
+$481K
3
+$364K
4
VV icon
Vanguard Large-Cap ETF
VV
+$347K
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$334K

Top Sells

1
+$228K
2
+$199K
3
+$153K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$86.8K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$59.7K

Sector Composition

1 Technology 5.41%
2 Healthcare 1.81%
3 Industrials 1.63%
4 Consumer Staples 1.6%
5 Financials 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$28K 0.02%
332
+3
202
$28K 0.02%
510
203
$28K 0.02%
1,163
204
$27K 0.02%
965
+16
205
$27K 0.02%
1,166
+6
206
$26K 0.02%
3,996
+116
207
$25K 0.02%
557
208
$25K 0.02%
297
+1
209
$25K 0.02%
435
+202
210
$25K 0.02%
100
+1
211
$24K 0.02%
114
+1
212
$24K 0.02%
343
+227
213
$24K 0.02%
261
+5
214
$24K 0.02%
235
+1
215
$24K 0.02%
300
+4
216
$24K 0.02%
885
+11
217
$24K 0.02%
379
+3
218
$24K 0.02%
190
219
$24K 0.02%
100
220
$24K 0.02%
118
+1
221
$23K 0.02%
888
+6
222
$23K 0.02%
626
+3
223
$23K 0.02%
813
224
$22K 0.02%
484
+7
225
$22K 0.02%
305
7 8
9
10 11