MFGM

Marshall Financial Group (Maryland) Portfolio holdings

AUM $515M
1-Year Est. Return 17.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$310M
AUM Growth
+$32.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$5.7M
2
+$1.71M
3
+$1.6M
4
SCCO icon
Southern Copper
SCCO
+$1.56M
5
RMD icon
ResMed
RMD
+$1.54M

Top Sells

1
+$3.63M
2
+$1.58M
3
+$1.48M
4
GSK icon
GSK
GSK
+$1.44M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.43M

Sector Composition

1 Technology 15.54%
2 Consumer Staples 5.29%
3 Industrials 4.91%
4 Financials 4.77%
5 Healthcare 4.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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189
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-7,612
190
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191
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-4,655
4 5 6 7
8