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
151
$45K 0.04%
603
+3
152
$43K 0.04%
299
153
$43K 0.04%
1,403
154
$43K 0.04%
333
+3
155
$42K 0.04%
316
+1
156
$42K 0.04%
1,547
-1,107
157
$41K 0.04%
336
+1
158
$41K 0.04%
516
+7
159
$40K 0.04%
596
+4
160
$40K 0.04%
360
+3
161
$40K 0.04%
627
+512
162
$40K 0.04%
1,061
-2,069
163
$38K 0.03%
12,400
164
$37K 0.03%
517
165
$36K 0.03%
1,486
+4
166
$36K 0.03%
1,359
167
$35K 0.03%
562
+1
168
$34K 0.03%
2,485
+23
169
$34K 0.03%
213
170
$33K 0.03%
440
171
$32K 0.03%
162
172
$32K 0.03%
153
173
$31K 0.03%
822
+12
174
$31K 0.03%
925
+5
175
$31K 0.03%
327
+1
5 6
7
8 9