MFGP

Marshall Financial Group (Pennsylvania) Portfolio holdings

AUM $364M
1-Year Est. Return 12.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$131M
AUM Growth
+$8.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$1.38M
2
+$1.01M
3
+$880K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$675K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$665K

Top Sells

1
+$1.29M
2
+$210K
3
+$197K
4
AAPL icon
Apple
AAPL
+$77.8K
5
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$61.3K

Sector Composition

1 Healthcare 3.07%
2 Financials 0.93%
3 Technology 0.56%
4 Communication Services 0.33%
5 Consumer Staples 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-4,704
1 2
3