MFGM

Marshall Financial Group (Maryland) Portfolio holdings

AUM $515M
1-Year Est. Return 17.84%
This Quarter Est. Return
1 Year Est. Return
+17.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$510M
AUM Growth
+$52.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$8.66M
3
+$7.84M
4
UBER icon
Uber
UBER
+$2.25M
5
CSCO icon
Cisco
CSCO
+$2.2M

Top Sells

1
+$17.2M
2
+$8.4M
3
+$8.08M
4
HALO icon
Halozyme
HALO
+$2.14M
5
LOGI icon
Logitech
LOGI
+$1.79M

Sector Composition

1 Technology 14.23%
2 Financials 5.35%
3 Industrials 4.64%
4 Healthcare 4.05%
5 Consumer Staples 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
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