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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
$115M
AUM Growth
-$6.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
419
New
Increased
Reduced
Closed

Top Buys

1
+$461K
2
+$273K
3
+$249K
4
CP icon
Canadian Pacific Kansas City
CP
+$135K
5
MGC icon
Vanguard Mega Cap 300 Index ETF
MGC
+$85.8K

Top Sells

1
+$396K
2
+$328K
3
+$275K
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$257K
5
XEL icon
Xcel Energy
XEL
+$210K

Sector Composition

1 Technology 5.23%
2 Consumer Staples 1.76%
3 Healthcare 1.66%
4 Industrials 1.64%
5 Financials 1.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$1K ﹤0.01%
4
302
$1K ﹤0.01%
100
303
$1K ﹤0.01%
+90
304
$1K ﹤0.01%
56
305
$1K ﹤0.01%
+40
306
$1K ﹤0.01%
+86
307
$1K ﹤0.01%
50
308
$1K ﹤0.01%
32
309
$1K ﹤0.01%
18
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$1K ﹤0.01%
103
311
$1K ﹤0.01%
39
312
$1K ﹤0.01%
43
313
$1K ﹤0.01%
+56
314
$1K ﹤0.01%
112
+2
315
$1K ﹤0.01%
35
316
$1K ﹤0.01%
173
+8
317
$0 ﹤0.01%
3
318
$0 ﹤0.01%
+1
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$0 ﹤0.01%
5
320
$0 ﹤0.01%
1
321
– –
0
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$0 ﹤0.01%
15
323
$0 ﹤0.01%
1
324
$0 ﹤0.01%
6
325
$0 ﹤0.01%
2
11 12
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14 15