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
$212M
AUM Growth
-$8.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1 +$1.16M
2 +$752K
3 +$740K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$737K
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$664K

Top Sells

1 +$453K
2 +$446K
3 +$342K
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$273K
5
LECO icon
Lincoln Electric
LECO
+$247K

Sector Composition

1 Healthcare 1.66%
2 Technology 0.85%
3 Financials 0.6%
4 Industrials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$212K 0.1%
1,645
52
$91K 0.04%
1,653
53
$14K 0.01%
594
54
-5,150
55
-2,000