MFA
McClarren Financial Advisors Portfolio holdings
AUM
$164M
1-Year Est. Return
12.06%
1 Year Est. Return
+12.06%
AUM
$164M
AUM Growth
+$9.85M
(+6.4%)
Holding
76
Top Buys
| 1 | +$4.1M | |
| 2 | +$2.28M | |
| 3 | +$1.42M | |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
+$1.01M |
| 5 |
Vanguard Information Technology ETF
VGT
|
+$674K |
Top Sells
| 1 | +$8.42M | |
| 2 | +$4.48M | |
| 3 | +$3.07M | |
| 4 |
Vanguard Dividend Appreciation ETF
VIG
|
+$2.53M |
| 5 |
iShares MSCI KLD 400 Social ETF
DSI
|
+$2.43M |
Sector Composition
| 1 | Technology | 4.75% |
| 2 | Consumer Staples | 1.23% |
| 3 | Communication Services | 0.87% |
| 4 | Financials | 0.83% |
| 5 | Healthcare | 0.56% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Vanguard Health Care ETF
VHT
$17.6B
| – | – |
-887
|
|