MFA
McClarren Financial Advisors Portfolio holdings
AUM
$154M
1-Year Return
10.55%
This Quarter Return
+11.97%
1 Year Return
+10.55%
3 Year Return
+49.4%
5 Year Return
–
10 Year Return
–
AUM
$104M
AUM Growth
–
Cap. Flow
+$104M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
68.28%
Holding
257
New
256
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core 1-5 Year USD Bond ETF
ISTB
|
$20.7M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$10.2M |
| 3 |
Vanguard Small-Cap ETF
VB
|
$7.91M |
| 4 |
Vanguard Mega Cap Growth ETF
MGK
|
$6.44M |
| 5 |
Vanguard Dividend Appreciation ETF
VIG
|
$6.36M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 2.23% |
| 2 | Industrials | 1.54% |
| 3 | Communication Services | 0.85% |
| 4 | Healthcare | 0.83% |
| 5 | Consumer Staples | 0.71% |
