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
$261M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$841K
2 +$591K
3 +$404K
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$400K
5
VB icon
Vanguard Small-Cap ETF
VB
+$356K

Top Sells

1 +$1.32M
2 +$367K
3 +$338K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$126K
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$115K

Sector Composition

1 Healthcare 0.97%
2 Technology 0.86%
3 Financials 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-6,643
52
-7,300