MFGM
Marshall Financial Group (Maryland) Portfolio holdings
AUM
$510M
This Quarter Return
+10.05%
1 Year Return
+11.88%
3 Year Return
+51.57%
5 Year Return
–
10 Year Return
–
AUM
$153M
AUM Growth
–
Cap. Flow
+$153M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
36.01%
Holding
121
New
121
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Hartford Total Return Bond ETF
HTRB
|
$13.1M |
| 2 |
iShares Core Total USD Bond Market ETF
IUSB
|
$12.8M |
| 3 |
Apple
AAPL
|
$5.79M |
| 4 |
VanEck Fallen Angel High Yield Bond ETF
ANGL
|
$4.66M |
| 5 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$4.53M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 20.68% |
| 2 | Financials | 9.01% |
| 3 | Industrials | 7.29% |
| 4 | Healthcare | 7% |
| 5 | Consumer Staples | 6.44% |
