MFA
McClarren Financial Advisors Portfolio holdings
AUM
$154M
1-Year Return
10.55%
This Quarter Return
-0.83%
1 Year Return
+10.55%
3 Year Return
+49.4%
5 Year Return
–
10 Year Return
–
AUM
$128M
AUM Growth
+$5.02M
(+4.1%)
Cap. Flow
+$5.91M
Cap. Flow
% of AUM
4.61%
Top 10 Holdings %
Top 10 Hldgs %
69.5%
Holding
367
New
19
Increased
122
Reduced
32
Closed
55
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$2.97M |
| 2 |
iShares Core 1-5 Year USD Bond ETF
ISTB
|
$2.4M |
| 3 |
Vanguard Small-Cap ETF
VB
|
$929K |
| 4 |
Vanguard Value ETF
VTV
|
$409K |
| 5 |
Vanguard Total International Stock ETF
VXUS
|
$335K |
Top Sells
Sector Composition
| 1 | Technology | 2.06% |
| 2 | Industrials | 1.68% |
| 3 | Communication Services | 0.84% |
| 4 | Healthcare | 0.81% |
| 5 | Financials | 0.65% |
