MFG

Marmo Financial Group Portfolio holdings

AUM $201M
1-Year Est. Return 11.95%
This Quarter Est. Return
1 Year Est. Return
+11.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$201M
AUM Growth
+$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$383K
2
+$361K
3
+$345K
4
XSMO icon
Invesco S&P SmallCap Momentum ETF
XSMO
+$291K
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$280K

Top Sells

1
+$202K
2
+$137K
3
+$58.7K
4
VCLT icon
Vanguard Long-Term Corporate Bond ETF
VCLT
+$21.7K
5
JPIB icon
JPMorgan International Bond Opportunities ETF
JPIB
+$19.4K

Sector Composition

1 Technology 0.67%
2 Financials 0.47%
3 Consumer Discretionary 0.16%
4 Communication Services 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DIA icon
26
SPDR Dow Jones Industrial Average ETF Trust
DIA
$39.4B
$280K 0.14%
+636
IVV icon
27
iShares Core S&P 500 ETF
IVV
$660B
$257K 0.13%
415
+2
GLD icon
28
SPDR Gold Trust
GLD
$135B
$231K 0.11%
757
GOOG icon
29
Alphabet (Google) Class C
GOOG
$3.07T
$222K 0.11%
+1,253
LOW icon
30
Lowe's Companies
LOW
$137B
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