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
51
$333K 0.3%
+13,604
52
$331K 0.3%
8,764
-3
53
$330K 0.3%
4,730
54
$318K 0.29%
2,099
+6
55
$277K 0.25%
11,329
+3,207
56
$258K 0.23%
3,549
+12
57
$255K 0.23%
2,557
-2,008
58
$252K 0.23%
1,319
+4
59
$250K 0.23%
2,437
60
$241K 0.22%
8,058
61
$226K 0.21%
3,361
+24
62
$225K 0.2%
3,191
-3
63
$205K 0.19%
5,132
+45
64
$200K 0.18%
450
+1
65
$199K 0.18%
6,365
-5
66
$198K 0.18%
1,829
+440
67
$192K 0.17%
1,440
+6
68
$191K 0.17%
953
69
$182K 0.17%
859
-1,009
70
$175K 0.16%
4,031
+12
71
$175K 0.16%
1,661
+8
72
$173K 0.16%
1,552
+12
73
$173K 0.16%
1,697
74
$160K 0.15%
4,950
-10
75
$160K 0.15%
546
+2
1 2
3
4 5