MFA
McClarren Financial Advisors Portfolio holdings
AUM
$168M
1-Year Est. Return
14.63%
1 Year Est. Return
+14.63%
AUM
$168M
AUM Growth
+$4.05M
(+2.5%)
Holding
78
Top Buys
| 1 | +$5.5M | |
| 2 | +$1.96M | |
| 3 | +$1.82M | |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
+$1.72M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$1.07M |
Top Sells
| 1 | +$35.3M | |
| 2 | +$29.6M | |
| 3 | +$27.9M | |
| 4 |
Vanguard Total International Stock ETF
VXUS
|
+$16.6M |
| 5 |
Vanguard Ultra-Short Bond ETF
VUSB
|
+$16.5M |
Sector Composition
| 1 | Technology | 4.63% |
| 2 | Consumer Staples | 1.19% |
| 3 | Communication Services | 0.99% |
| 4 | Financials | 0.81% |
| 5 | Healthcare | 0.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Vanguard Consumer Staples ETF
VDC
$7.65B
| $205K | 0.12% |
+1,121
|
|
||
77
Amgen
AMGN
$177B
| $202K | 0.12% |
+327
|
|
||
78
iShares Russell 2000 Value ETF
IWN
$12.9B
| – | – |
-1,183
|
|