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
$204M
AUM Growth
+$35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1 +$2.09M
2 +$1.47M
3 +$1.32M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.25M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.16M

Sector Composition

1 Healthcare 1.49%
2 Technology 0.7%
3 Financials 0.59%
4 Communication Services 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$235K 0.12%
+7,744
52
$233K 0.11%
+1,770
53
$233K 0.11%
1,991
54
$232K 0.11%
2,677
55
$61K 0.03%
987
56
$15K 0.01%
594