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
$122M
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$1.7M
2 +$1.3M
3 +$1.17M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$460K
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$406K

Top Sells

1 +$955K
2 +$579K
3 +$323K
4
JNJ icon
Johnson & Johnson
JNJ
+$278K
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$215K

Sector Composition

1 Healthcare 4.35%
2 Financials 0.93%
3 Technology 0.63%
4 Communication Services 0.33%
5 Consumer Staples 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-4,653
52
-94
53
-63,940