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
$165M
AUM Growth
+$1.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$1.3M
2
+$1.08M
3
+$878K
4
JPIB icon
JPMorgan International Bond Opportunities ETF
JPIB
+$835K
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$739K

Top Sells

1
+$3.61M
2
+$1.16M
3
+$760K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$735K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$379K

Sector Composition

1 Technology 0.51%
2 Financials 0.46%
3 Consumer Discretionary 0.21%
4 Communication Services 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$229K 0.14%
1,250
-80
27
$225K 0.14%
+412
28
$6.56K ﹤0.01%
1,600
29
– –
-874
1
2