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
+$343K
2
+$333K
3
+$315K
4
VXF icon
Vanguard Extended Market ETF
VXF
+$218K
5
BLD icon
TopBuild
BLD
+$171K

Top Sells

1
+$533K
2
+$413K
3
+$263K
4
NSC icon
Norfolk Southern
NSC
+$214K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$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
229
$15K 0.01%
411
+2
230
$13K 0.01%
403
+3
231
$12K 0.01%
58
232
$12K 0.01%
241
233
$12K 0.01%
324
+2
234
$12K 0.01%
1,102
+8
235
$12K 0.01%
160
-8
236
$12K 0.01%
307
-15
237
$11K 0.01%
171
+1
238
$11K 0.01%
158
239
$10K 0.01%
240
+1
240
$10K 0.01%
446
241
$10K 0.01%
67
242
$10K 0.01%
215
243
$9K 0.01%
238
244
$9K 0.01%
304
245
$9K 0.01%
90
246
$9K 0.01%
102
+1
247
$9K 0.01%
115
248
$9K 0.01%
83
249
$9K 0.01%
152
250
$8K 0.01%
19
8 9
10
11 12