MFG

Marmo Financial Group Portfolio holdings

AUM $211M
1-Year Est. Return 13.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.59%
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
+$7.79M
2
+$6.95M
3
+$4.85M
4
VUG icon
Vanguard Growth ETF
VUG
+$3.39M
5
FLBL icon
Franklin Senior Loan ETF
FLBL
+$2.54M

Top Sells

1
+$15.4M
2
+$10.3M
3
+$709K
4
IMCG icon
iShares Morningstar Mid-Cap Growth ETF
IMCG
+$545K
5
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$365K

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
– –
-633
29
– –
-1,250
30
– –
-183,742
1
2