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
$164M
AUM Growth
+$32.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$6.24M
3
+$4.94M
4
VCLT icon
Vanguard Long-Term Corporate Bond ETF
VCLT
+$3.39M
5
JPIE icon
JPMorgan Income ETF
JPIE
+$2.55M

Top Sells

1
+$8.94M
2
+$3.67M
3
+$2.07M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$19.9K

Sector Composition

1 Technology 0.46%
2 Financials 0.45%
3 Consumer Discretionary 0.4%
4 Communication Services 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$223K 0.14%
+874
27
$203K 0.12%
+1,330
28
$13.4K 0.01%
1,600
1
2