MFGP

Marshall Financial Group (Pennsylvania) Portfolio holdings

AUM $364M
1-Year Est. Return 12.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$246M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$1.52M
3
+$538K
4
VB icon
Vanguard Small-Cap ETF
VB
+$283K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$226K

Top Sells

1
+$635K
2
+$618K
3
+$473K
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$464K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$436K

Sector Composition

1 Healthcare 1.41%
2 Technology 0.77%
3 Financials 0.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$12.9K 0.01%
594
1 2
3