MFG
Marmo Financial Group Portfolio holdings
AUM
$211M
1-Year Est. Return
13.59%
This Fund
S&P 500
1 Year Est. Return
+13.59%
AUM
$211M
AUM Growth
+$4.82M
(+2.3%)
Holding
38
Top Buys
| 1 | +$640K | |
| 2 | +$616K | |
| 3 | +$371K | |
| 4 |
General Dynamics
GD
|
+$313K |
| 5 |
Amazon
AMZN
|
+$265K |
Top Sells
| 1 | +$575K | |
| 2 | +$349K | |
| 3 | +$247K | |
| 4 |
Vanguard Growth ETF
VUG
|
+$169K |
| 5 |
Fidelity High Dividend ETF
FDVV
|
+$156K |
Sector Composition
| 1 | Technology | 0.85% |
| 2 | Financials | 0.48% |
| 3 | Consumer Discretionary | 0.22% |
| 4 | Industrials | 0.15% |
| 5 | Communication Services | 0.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Microsoft
MSFT
$3.16T
| $553K | 0.26% |
1,143
-5
|
|
||
27
Apple
AAPL
$3.91T
| $539K | 0.26% |
1,982
|
|
||
28
Aflac
AFL
$59.5B
| $357K | 0.17% |
3,239
+17
|
|
||
|
29
General Dynamics
GD
$88.4B
| $309K | 0.15% |
+919
|
|
||
30
SPDR Gold Trust
GLD
$160B
| $300K | 0.14% |
757
|
|
||
31
iShares Core S&P 500 ETF
IVV
$779B
| $286K | 0.14% |
417
+2
|
|
||
|
32
Amazon
AMZN
$2.71T
| $268K | 0.13% |
+1,159
|
|
||
33
NEOS S&P 500 High Income ETF
SPYI
$8.94B
| $260K | 0.12% |
+4,946
|
|
||
34
Alphabet (Google) Class C
GOOG
$4.02T
| $243K | 0.12% |
+775
|
|
||
35
Fidelity MSCI Information Technology Index ETF
FTEC
$17.5B
| $217K | 0.1% |
967
+1
|
|
||
36
Invesco S&P 500 Revenue ETF
RWL
$8.69B
| $214K | 0.1% |
1,868
+1
|
|
||
37
Eli Lilly
LLY
$804B
| $207K | 0.1% |
+193
|
|
||
38
Lowe's Companies
LOW
$141B
| $200K | 0.09% |
830
+4
|
|