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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
$138M
AUM Growth
-$8.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
344
New
Increased
Reduced
Closed

Top Buys

1
+$360K
2
+$355K
3
+$131K
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$84.9K
5
RAIL icon
FreightCar America
RAIL
+$50.8K

Top Sells

1
+$320K
2
+$126K
3
+$124K
4
CP icon
Canadian Pacific Kansas City
CP
+$124K
5
CERN
Cerner Corp
CERN
+$122K

Sector Composition

1 Technology 2.64%
2 Industrials 1.6%
3 Healthcare 1.03%
4 Financials 0.8%
5 Communication Services 0.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
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-1,460
277
$0 ﹤0.01%
5
-1
278
– –
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279
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5
280
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2
281
– –
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282
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+9
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3
284
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285
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288
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$0 ﹤0.01%
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$0 ﹤0.01%
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