MFA
McClarren Financial Advisors Portfolio holdings
AUM
$154M
1-Year Return
10.55%
This Quarter Return
+5.44%
1 Year Return
+10.55%
3 Year Return
+49.4%
5 Year Return
–
10 Year Return
–
AUM
$123M
AUM Growth
+$11.5M
(+10%)
Cap. Flow
+$5.46M
Cap. Flow
% of AUM
4.43%
Top 10 Holdings %
Top 10 Hldgs %
68.48%
Holding
359
New
70
Increased
85
Reduced
52
Closed
11
Top Buys
| 1 |
iShares Core 1-5 Year USD Bond ETF
ISTB
|
$5.17M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$2.46M |
| 3 |
Vanguard Small-Cap ETF
VB
|
$1.01M |
| 4 |
Vanguard Value ETF
VTV
|
$427K |
| 5 |
Vanguard Mid-Cap ETF
VO
|
$344K |
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
$2.37M |
| 2 |
Vanguard Mega Cap Growth ETF
MGK
|
$896K |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$430K |
| 4 |
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
|
$382K |
| 5 |
Vanguard Large-Cap ETF
VV
|
$381K |
Sector Composition
| 1 | Technology | 2.07% |
| 2 | Industrials | 1.83% |
| 3 | Communication Services | 0.9% |
| 4 | Healthcare | 0.82% |
| 5 | Consumer Staples | 0.8% |
