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
$327M
AUM Growth
-$3.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Sells

1 +$853K
2 +$810K
3 +$765K
4
SCHH icon
Schwab US REIT ETF
SCHH
+$451K
5
VTV icon
Vanguard Value ETF
VTV
+$421K

Sector Composition

1 Technology 0.78%
2 Healthcare 0.7%
3 Financials 0.4%
4 Communication Services 0.17%
5 Consumer Staples 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$213K 0.06%
3,708
+42
52
$210K 0.06%
9,211
+65
53
-2,310