MFA

McClarren Financial Advisors Portfolio holdings

AUM $169M
1-Year Est. Return 16.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$151M
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$16.5M
3
+$12.9M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$8.72M
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$8.65M

Top Sells

1
+$4.48M
2
+$516K
3
+$400K
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$285K
5
INTU icon
Intuit
INTU
+$282K

Sector Composition

1 Technology 4.64%
2 Financials 1.73%
3 Consumer Staples 1.59%
4 Healthcare 1.08%
5 Communication Services 0.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$15K 0.01%
140
202
$13K 0.01%
+55
203
$13K 0.01%
+251
204
$12K 0.01%
117
205
$12K 0.01%
+1,234
206
$12K 0.01%
+39
207
$12K 0.01%
1,180
208
$11K 0.01%
150
+1
209
$11K 0.01%
84
+7
210
$11K 0.01%
31
-337
211
$11K 0.01%
12
212
$10K 0.01%
51
-149
213
$9K 0.01%
+12
214
$8K 0.01%
+74
215
$8K 0.01%
+33
216
$8K 0.01%
+21
217
$8K 0.01%
+368
218
$8K 0.01%
+137
219
$7K ﹤0.01%
+10
220
$7K ﹤0.01%
153
221
$7K ﹤0.01%
153
222
$7K ﹤0.01%
+10
223
$7K ﹤0.01%
+16
224
$7K ﹤0.01%
+265
225
$7K ﹤0.01%
96
+18
7 8
9
10 11