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
$303M
AUM Growth
+$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1 +$1.2M
2 +$864K
3 +$763K
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$708K
5
SCHH icon
Schwab US REIT ETF
SCHH
+$361K

Sector Composition

1 Healthcare 1.12%
2 Technology 0.68%
3 Financials 0.43%
4 Consumer Staples 0.19%
5 Communication Services 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$237K 0.08%
2,519
+2
52
$231K 0.08%
+914
53
$211K 0.07%
+5,774
54
$202K 0.07%
+11,491
55
$201K 0.07%
+2,310
56
-4,118
57
-2,499
58
-594