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
$277M
AUM Growth
-$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1 +$973K
2 +$528K
3 +$394K
4
PKW icon
Invesco BuyBack Achievers ETF
PKW
+$324K
5
BAC icon
Bank of America
BAC
+$74.6K

Top Sells

1 +$661K
2 +$248K
3 +$243K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$237K
5
CROX icon
Crocs
CROX
+$237K

Sector Composition

1 Technology 15.03%
2 Consumer Staples 5.75%
3 Healthcare 5.3%
4 Industrials 5.05%
5 Financials 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-2,107
177
-3,030
178
-1,154