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
251
$8K 0.01%
33
252
$8K 0.01%
54
253
$7K 0.01%
35
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$7K 0.01%
11
255
$7K 0.01%
197
256
$7K 0.01%
142
+1
257
$7K 0.01%
416
+9
258
$7K 0.01%
90
259
$7K 0.01%
75
260
$6K 0.01%
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261
$6K 0.01%
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+1
262
$6K 0.01%
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+1
263
$6K 0.01%
42
264
$6K 0.01%
50
265
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$6K 0.01%
52
-1
267
$6K 0.01%
103
268
$6K 0.01%
119
269
$6K 0.01%
265
270
$5K ﹤0.01%
206
+2
271
$5K ﹤0.01%
151
+1
272
$5K ﹤0.01%
153
273
$5K ﹤0.01%
30
274
$5K ﹤0.01%
101
+1
275
$4K ﹤0.01%
18
9 10
11
12 13