MFGM
Marshall Financial Group (Maryland) Portfolio holdings
AUM
$510M
1-Year Return
11.88%
This Quarter Return
-2.22%
1 Year Return
+11.88%
3 Year Return
+51.57%
5 Year Return
–
10 Year Return
–
AUM
$458M
AUM Growth
+$44.9M
(+11%)
Cap. Flow
+$52.3M
Cap. Flow
% of AUM
11.43%
Top 10 Holdings %
Top 10 Hldgs %
37.02%
Holding
241
New
23
Increased
95
Reduced
101
Closed
9
Top Buys
| 1 |
ProShares Ultra QQQ
QLD
|
+$16.3M |
| 2 |
ProShares Ultra S&P500
SSO
|
+$13.5M |
| 3 |
Invesco QQQ Trust
QQQ
|
+$8.06M |
| 4 |
Global X US Infrastructure Development ETF
PAVE
|
+$7.81M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$7.7M |
Top Sells
Sector Composition
| 1 | Technology | 12.83% |
| 2 | Financials | 5.17% |
| 3 | Healthcare | 4.67% |
| 4 | Consumer Staples | 4.41% |
| 5 | Industrials | 4.35% |
