MFGP

Marshall Financial Group (Pennsylvania) Portfolio holdings

AUM $334M
1-Year Est. Return 12.74%
This Quarter Est. Return
1 Year Est. Return
+12.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$106M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$13.1M
2 +$10.9M
3 +$10.5M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$10.1M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$9.89M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 4.93%
2 Financials 0.84%
3 Technology 0.62%
4 Communication Services 0.37%
5 Consumer Staples 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$8K 0.01%
+94