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
$187M
AUM Growth
+$22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$21M
2
+$18.5M
3
+$10.4M
4
MGV icon
Vanguard Mega Cap Value ETF
MGV
+$9.92M
5
NFTY icon
First Trust India Nifty 50 Equal Weight ETF
NFTY
+$5.27M

Top Sells

1
+$15.2M
2
+$10.5M
3
+$8.27M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$6.66M
5
IMCG icon
iShares Morningstar Mid-Cap Growth ETF
IMCG
+$6.44M

Sector Composition

1 Technology 0.49%
2 Financials 0.47%
3 Consumer Discretionary 0.34%
4 Communication Services 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$238K 0.13%
412
27
$237K 0.13%
+874
28
$210K 0.11%
1,255
+5
29
– –
-34,197
30
– –
-277,446
31
– –
-1,600
1
2