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
$280M
AUM Growth
+$34.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$1.06M
2 +$997K
3 +$702K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$699K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$653K

Top Sells

1 +$365K
2 +$312K
3 +$267K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$197K
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$180K

Sector Composition

1 Technology 0.74%
2 Healthcare 0.73%
3 Financials 0.43%
4 Consumer Staples 0.11%
5 Communication Services 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$214K 0.08%
+1,965
52
$202K 0.07%
+571
53
$4.68K ﹤0.01%
594