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
$185M
AUM Growth
-$2.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$2.17M
2
+$152K
3
+$115K
4
JPIB icon
JPMorgan International Bond Opportunities ETF
JPIB
+$80.7K
5
SPHY icon
SPDR Portfolio High Yield Bond ETF
SPHY
+$51.7K

Top Sells

1
+$2.4M
2
+$564K
3
+$498K
4
XSMO icon
Invesco S&P SmallCap Momentum ETF
XSMO
+$417K
5
VUG icon
Vanguard Growth ETF
VUG
+$236K

Sector Composition

1 Technology 0.52%
2 Financials 0.51%
3 Consumer Discretionary 0.3%
4 Communication Services 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$238K 0.13%
1,250
-5
27
$216K 0.12%
874
28
– –
-24,458
1
2