MCFP
Mallini Complete Financial Planning Portfolio holdings
AUM
$79.1M
This Quarter Return
-0.81%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$105M
AUM Growth
–
Cap. Flow
+$59.2M
Cap. Flow
% of AUM
56.19%
Top 10 Holdings %
Top 10 Hldgs %
84.04%
Holding
60
New
32
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Total Bond Market
BND
|
$22.1M |
| 2 |
Vanguard Total International Stock ETF
VXUS
|
$10.6M |
| 3 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
$8.57M |
| 4 |
Vanguard ESG US Stock ETF
ESGV
|
$3.51M |
| 5 |
iShares ESG Aware US Aggregate Bond ETF
EAGG
|
$2.55M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Energy | 3.41% |
| 2 | Financials | 1.74% |
| 3 | Consumer Discretionary | 0.91% |
| 4 | Technology | 0.71% |
| 5 | Real Estate | 0.47% |
