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
$233M
AUM Growth
+$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$2.04M
2 +$873K
3 +$850K
4
USRT icon
iShares Core US REIT ETF
USRT
+$786K
5
VTV icon
Vanguard Value ETF
VTV
+$774K

Top Sells

1 +$807K
2 +$434K
3 +$326K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$309K
5
ADP icon
Automatic Data Processing
ADP
+$237K

Sector Composition

1 Healthcare 1.63%
2 Technology 0.66%
3 Financials 0.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$12.8K 0.01%
594
52
-1,047
53
-4,020