MFA

McClarren Financial Advisors Portfolio holdings

AUM $164M
1-Year Est. Return 12.06%
This Quarter Est. Return
1 Year Est. Return
+12.06%
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
476
– –
-4
477
$0 ﹤0.01%
35
-1
478
$0 ﹤0.01%
2
479
– –
-501
480
– –
-141
481
$0 ﹤0.01%
2
482
$0 ﹤0.01%
2
483
$0 ﹤0.01%
3
484
$0 ﹤0.01%
3
485
– –
0
486
$0 ﹤0.01%
4
16 17 18 19
20