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
$131M
AUM Growth
+$8.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$1.41M
2 +$1.03M
3 +$889K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$687K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$677K

Top Sells

1 +$1.3M
2 +$210K
3 +$199K
4
AAPL icon
Apple
AAPL
+$79K
5
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$61.8K

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