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
176
$31K 0.03%
372
+1
177
$30K 0.03%
627
+4
178
$29K 0.03%
291
+2
179
$28K 0.03%
897
+4
180
$28K 0.03%
286
+1
181
$28K 0.03%
1,159
182
$28K 0.03%
635
+1
183
$28K 0.03%
1,208
+18
184
$27K 0.02%
523
185
$27K 0.02%
400
186
$27K 0.02%
1,782
+6
187
$26K 0.02%
157
188
$26K 0.02%
490
189
$26K 0.02%
163
+1
190
$25K 0.02%
557
-995
191
$25K 0.02%
506
+3
192
$24K 0.02%
3,703
+98
193
$24K 0.02%
520
194
$24K 0.02%
1,013
+9
195
$23K 0.02%
821
+6
196
$23K 0.02%
247
+1
197
$23K 0.02%
2,044
+19
198
$23K 0.02%
2,103
199
$23K 0.02%
296
+2
200
$22K 0.02%
317
+4
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8
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