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
276
$4K ﹤0.01%
75
+1
277
$4K ﹤0.01%
149
+2
278
$4K ﹤0.01%
+90
279
$4K ﹤0.01%
42
280
$4K ﹤0.01%
60
281
$4K ﹤0.01%
210
+5
282
$3K ﹤0.01%
16
283
$3K ﹤0.01%
211
+6
284
$3K ﹤0.01%
96
285
$3K ﹤0.01%
17
286
$2K ﹤0.01%
44
287
$2K ﹤0.01%
54
288
$2K ﹤0.01%
208
+4
289
$2K ﹤0.01%
35
290
$2K ﹤0.01%
553
291
$2K ﹤0.01%
32
292
$2K ﹤0.01%
11
293
$2K ﹤0.01%
16
294
$2K ﹤0.01%
108
+1
295
$2K ﹤0.01%
526
+4
296
$1K ﹤0.01%
137
297
$1K ﹤0.01%
4
298
$1K ﹤0.01%
100
299
$1K ﹤0.01%
11
300
$1K ﹤0.01%
9
10 11
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13 14