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
$124M
AUM Growth
-$24.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$3.73M
2 +$2.38M
3 +$1.15M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.13M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.02M

Top Sells

1 +$1.37M
2 +$1.14M
3 +$730K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$714K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$574K

Sector Composition

1 Healthcare 1.89%
2 Technology 0.66%
3 Financials 0.62%
4 Communication Services 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-6,649