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
$110M
AUM Growth
+$4.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
486
New
Increased
Reduced
Closed

Top Buys

1
+$354K
2
+$342K
3
+$308K
4
VXF icon
Vanguard Extended Market ETF
VXF
+$223K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$171K

Top Sells

1
+$500K
2
+$406K
3
+$244K
4
NSC icon
Norfolk Southern
NSC
+$233K
5
MGV icon
Vanguard Mega Cap Value ETF
MGV
+$205K

Sector Composition

1 Technology 4.63%
2 Industrials 2.08%
3 Consumer Staples 1.94%
4 Healthcare 1.49%
5 Financials 1.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$16K 0.01%
190
227
$15K 0.01%
169
+1
228
$15K 0.01%
670
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403
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$12K 0.01%
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307
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$12K 0.01%
241
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$12K 0.01%
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236
$12K 0.01%
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237
$11K 0.01%
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238
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241
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242
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$9K 0.01%
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249
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$8K 0.01%
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