MFA
McClarren Financial Advisors Portfolio holdings
AUM
$154M
1-Year Return
10.55%
This Quarter Return
+7.48%
1 Year Return
+10.55%
3 Year Return
+49.4%
5 Year Return
–
10 Year Return
–
AUM
$105M
AUM Growth
+$4.91M
(+4.9%)
Cap. Flow
-$1.43M
Cap. Flow
% of AUM
-1.36%
Top 10 Holdings %
Top 10 Hldgs %
55.87%
Holding
496
New
158
Increased
182
Reduced
43
Closed
13
Top Buys
| 1 |
Vanguard Mega Cap 300 Index ETF
MGC
|
$946K |
| 2 |
Vanguard High Dividend Yield ETF
VYM
|
$715K |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$490K |
| 4 |
Vanguard Mid-Cap ETF
VO
|
$340K |
| 5 |
Vanguard S&P 500 ETF
VOO
|
$330K |
Top Sells
Sector Composition
| 1 | Technology | 3.93% |
| 2 | Industrials | 2.28% |
| 3 | Consumer Staples | 1.97% |
| 4 | Healthcare | 1.84% |
| 5 | Financials | 1.35% |
