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
$235M
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$341K
2
+$340K
3
+$339K
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$313K
5
USRT icon
iShares Core US REIT ETF
USRT
+$301K

Top Sells

1
+$818K
2
+$385K
3
+$196K
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$189K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$78.8K

Sector Composition

1 Healthcare 1.25%
2 Technology 0.9%
3 Financials 0.67%
4 Communication Services 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$284K 0.12%
5,150
-542
52
$281K 0.12%
2,677
53
$255K 0.11%
11,739
+39
54
$253K 0.11%
4,515
-240
55
$214K 0.09%
1,726
56
$208K 0.09%
+1,047
57
$77K 0.03%
1,653
+666
58
$30K 0.01%
594
1 2
3