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
126
$63K 0.06%
897
127
$60K 0.05%
367
+2
128
$58K 0.05%
308
+1
129
$58K 0.05%
782
+4
130
$57K 0.05%
1,094
+1
131
$57K 0.05%
768
+5
132
$56K 0.05%
1,500
133
$55K 0.05%
1,607
+16
134
$54K 0.05%
328
135
$54K 0.05%
2,909
+468
136
$54K 0.05%
874
+1
137
$53K 0.05%
1,465
+35
138
$53K 0.05%
1,202
139
$52K 0.05%
672
+3
140
$52K 0.05%
2,796
+20
141
$51K 0.05%
190
142
$51K 0.05%
509
-510
143
$50K 0.05%
1,038
+3
144
$50K 0.05%
880
+2
145
$50K 0.05%
650
+4
146
$48K 0.04%
1,040
+248
147
$48K 0.04%
835
+3
148
$47K 0.04%
2,571
+12
149
$46K 0.04%
498
+21
150
$46K 0.04%
1,565
+24
4 5
6
7 8