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
+$354K
2
+$342K
3
+$308K
4
VXF icon
Vanguard Extended Market ETF
VXF
+$223K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$171K

Top Sells

1
+$500K
2
+$406K
3
+$244K
4
NSC icon
Norfolk Southern
NSC
+$233K
5
MGV icon
Vanguard Mega Cap Value ETF
MGV
+$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
201
$22K 0.02%
317
+4
202
$21K 0.02%
115
+1
203
$21K 0.02%
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+6
204
$20K 0.02%
99
205
$20K 0.02%
287
+3
206
$20K 0.02%
196
207
$20K 0.02%
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+1
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$20K 0.02%
866
+2
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$20K 0.02%
155
+1
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$19K 0.02%
617
+3
211
$19K 0.02%
513
+2
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$18K 0.02%
65
+1
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$18K 0.02%
471
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$18K 0.02%
377
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215
$18K 0.02%
463
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216
$18K 0.02%
143
-7
217
$18K 0.02%
296
218
$17K 0.02%
116
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$17K 0.02%
1,569
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220
$17K 0.02%
308
+4
221
$17K 0.02%
176
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222
$16K 0.01%
149
-207
223
$16K 0.01%
417
224
$16K 0.01%
88
225
$16K 0.01%
176
+1
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9
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