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
$238M
AUM Growth
+$2.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$935K
2
+$821K
3
+$572K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$414K
5
USRT icon
iShares Core US REIT ETF
USRT
+$386K

Top Sells

1
+$362K
2
+$278K
3
+$218K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$134K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$97K

Sector Composition

1 Healthcare 1.27%
2 Technology 0.94%
3 Financials 0.7%
4 Industrials 0.11%
5 Communication Services 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$284K 0.12%
2,692
+15
52
$259K 0.11%
5,150
53
$258K 0.11%
+2,000
54
$253K 0.11%
4,552
+37
55
$251K 0.11%
2,003
+277
56
$240K 0.1%
11,781
+42
57
$212K 0.09%
+784
58
$209K 0.09%
1,047
59
$74K 0.03%
1,653
60
$26K 0.01%
594
1 2
3