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
201
$22K 0.02%
256
+4
202
$21K 0.02%
234
+6
203
$21K 0.02%
115
+1
204
$20K 0.02%
189
+1
205
$20K 0.02%
866
+2
206
$20K 0.02%
99
207
$20K 0.02%
285
+3
208
$20K 0.02%
196
209
$20K 0.02%
155
+1
210
$19K 0.02%
617
+3
211
$19K 0.02%
513
+2
212
$18K 0.02%
65
+1
213
$18K 0.02%
471
+1
214
$18K 0.02%
377
-447
215
$18K 0.02%
463
+6
216
$18K 0.02%
143
-7
217
$18K 0.02%
296
218
$17K 0.02%
116
+1
219
$17K 0.02%
1,569
+28
220
$17K 0.02%
308
+4
221
$17K 0.02%
176
+2
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
10 11