MFA
McClarren Financial Advisors Portfolio holdings
AUM
$154M
1-Year Return
10.55%
This Quarter Return
-4.88%
1 Year Return
+10.55%
3 Year Return
+49.4%
5 Year Return
–
10 Year Return
–
AUM
$100M
AUM Growth
+$69.1M
(+221%)
Cap. Flow
+$70.5M
Cap. Flow
% of AUM
70.3%
Top 10 Holdings %
Top 10 Hldgs %
58.81%
Holding
337
New
304
Increased
28
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$8.53M |
| 2 |
Vanguard Small-Cap ETF
VB
|
$7.7M |
| 3 |
Vanguard Ultra-Short Bond ETF
VUSB
|
$4.73M |
| 4 |
Vanguard Mid-Cap ETF
VO
|
$4.64M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
$3.93M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 4.1% |
| 2 | Industrials | 2.17% |
| 3 | Consumer Staples | 1.68% |
| 4 | Healthcare | 1.6% |
| 5 | Financials | 1.17% |
