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
$148M
AUM Growth
+$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$1.27M
2 +$904K
3 +$851K
4
VB icon
Vanguard Small-Cap ETF
VB
+$827K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$701K

Top Sells

1 +$348K
2 +$216K
3 +$141K
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$111K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$94.8K

Sector Composition

1 Healthcare 1.76%
2 Financials 0.97%
3 Technology 0.59%
4 Communication Services 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-12,849