MFGM

Marshall Financial Group (Maryland) Portfolio holdings

AUM $513M
1-Year Est. Return 13.34%
This Quarter Est. Return
1 Year Est. Return
+13.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$258M
AUM Growth
+$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$7.97M
2
+$7.29M
3
+$6.32M
4
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$4.44M
5
HYBL icon
SPDR Blackstone High Income ETF
HYBL
+$4.35M

Top Sells

1
+$14.3M
2
+$12.6M
3
+$1.36M
4
ZTS icon
Zoetis
ZTS
+$1.36M
5
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$1.35M

Sector Composition

1 Technology 15.11%
2 Consumer Staples 7.48%
3 Industrials 6.68%
4 Healthcare 5.97%
5 Financials 4.76%
Name Market Value Portfolio Weight Shares or Principal Change
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