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
$169M
AUM Growth
+$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1 +$3.73M
2 +$1.17M
3 +$1.1M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$953K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$831K

Top Sells

1 +$739K
2 +$224K
3 +$189K
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$155K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$141K

Sector Composition

1 Healthcare 1.71%
2 Technology 0.78%
3 Financials 0.45%
4 Communication Services 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$207K 0.12%
+1,991
52
$58K 0.03%
987
53
$9K 0.01%
+594
54
-4,086