MFA
McClarren Financial Advisors Portfolio holdings
AUM
$154M
1-Year Return
10.55%
This Quarter Return
+6.51%
1 Year Return
+10.55%
3 Year Return
+49.4%
5 Year Return
–
10 Year Return
–
AUM
$121M
AUM Growth
+$10.9M
(+10%)
Cap. Flow
+$3.2M
Cap. Flow
% of AUM
2.65%
Top 10 Holdings %
Top 10 Hldgs %
57.57%
Holding
491
New
18
Increased
175
Reduced
61
Closed
109
Top Buys
| 1 |
Vanguard Mid-Cap ETF
VO
|
$512K |
| 2 |
Vanguard Ultra-Short Bond ETF
VUSB
|
$451K |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$399K |
| 4 |
Schwab Short-Term US Treasury ETF
SCHO
|
$359K |
| 5 |
Vanguard Small-Cap ETF
VB
|
$305K |
Top Sells
Sector Composition
| 1 | Technology | 5.26% |
| 2 | Consumer Staples | 1.89% |
| 3 | Industrials | 1.82% |
| 4 | Healthcare | 1.55% |
| 5 | Financials | 1.27% |
