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
$220M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1 +$2.19M
2 +$1.15M
3 +$929K
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$722K
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$606K

Sector Composition

1 Healthcare 1.32%
2 Financials 0.72%
3 Technology 0.65%
4 Communication Services 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$268K 0.12%
11,700
+49
52
$255K 0.12%
4,755
-2,372
53
$253K 0.11%
2,677
54
$204K 0.09%
1,726
-265
55
$55K 0.03%
987
56
$27K 0.01%
594