MFG

Marmo Financial Group Portfolio holdings

AUM $206M
1-Year Est. Return 12.19%
This Quarter Est. Return
1 Year Est. Return
+12.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$183M
AUM Growth
-$2.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$7.63M
2
+$7M
3
+$4.88M
4
VUG icon
Vanguard Growth ETF
VUG
+$3.1M
5
FLBL icon
Franklin Senior Loan ETF
FLBL
+$2.53M

Top Sells

1
+$15.6M
2
+$10.3M
3
+$654K
4
IMCG icon
iShares Morningstar Mid-Cap Growth ETF
IMCG
+$511K
5
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$338K

Sector Composition

1 Financials 0.48%
2 Technology 0.45%
3 Consumer Discretionary 0.27%
4 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$218K 0.12%
+757
27
$202K 0.11%
866
-8
28
– –
-183,742
29
– –
-1,250
30
– –
-633
1
2