MFGM
Marshall Financial Group (Maryland) Portfolio holdings
AUM
$510M
1-Year Return
11.88%
This Quarter Return
-11.6%
1 Year Return
+11.88%
3 Year Return
+51.57%
5 Year Return
–
10 Year Return
–
AUM
$250M
AUM Growth
+$5.91M
(+2.4%)
Cap. Flow
+$36.3M
Cap. Flow
% of AUM
14.5%
Top 10 Holdings %
Top 10 Hldgs %
33.68%
Holding
224
New
20
Increased
88
Reduced
59
Closed
45
Top Buys
Top Sells
| 1 |
First Trust Institutional Preferred Securities and Income ETF
FPEI
|
$4.33M |
| 2 |
ProShares Ultra S&P500
SSO
|
$3.09M |
| 3 |
Invesco Preferred ETF
PGX
|
$1.39M |
| 4 |
Canadian Pacific Kansas City
CP
|
$1.29M |
| 5 |
Regeneron Pharmaceuticals
REGN
|
$1.23M |
Sector Composition
| 1 | Technology | 14.82% |
| 2 | Consumer Staples | 7.61% |
| 3 | Industrials | 6.85% |
| 4 | Healthcare | 6.81% |
| 5 | Financials | 5.6% |
