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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
$139M
AUM Growth
+$7.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
428
New
Increased
Reduced
Closed

Top Buys

1
+$979K
2
+$298K
3
+$269K
4
CATH icon
Global X S&P 500 Catholic Values ETF
CATH
+$225K
5
PG icon
Procter & Gamble
PG
+$99.9K

Top Sells

1
+$308K
2
+$185K
3
+$162K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$158K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$155K

Sector Composition

1 Technology 4.85%
2 Healthcare 1.88%
3 Consumer Staples 1.67%
4 Financials 1.34%
5 Industrials 1.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$14K 0.01%
33
227
$14K 0.01%
286
-198
228
$14K 0.01%
69
+1
229
$14K 0.01%
246
+1
230
$13K 0.01%
51
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231
$13K 0.01%
303
232
$13K 0.01%
53
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$12K 0.01%
368
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234
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10
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$12K 0.01%
53
236
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148
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237
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782
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238
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87
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239
$10K 0.01%
12
240
$10K 0.01%
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241
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282
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242
$10K 0.01%
45
243
$10K 0.01%
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244
$10K 0.01%
77
245
$9K 0.01%
154
246
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54
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247
$8K 0.01%
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+1
248
$8K 0.01%
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249
$7K 0.01%
72
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250
$7K 0.01%
153
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10
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