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MIM

Marshall Investment Management Portfolio holdings

AUM $208M
1-Year Est. Return 30.96%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$208M
AUM Growth
+$9.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$6.03M
3
+$4.11M
4
FLXR
TCW Flexible Income ETF
FLXR
+$4.01M
5
TSM icon
TSMC
TSM
+$2.95M

Top Sells

1
+$8.81M
2
+$8.66M
3
+$3.4M
4
META icon
Meta Platforms (Facebook)
META
+$2.92M
5
FFLG icon
Fidelity Fundamental Large Cap Growth ETF
FFLG
+$2.32M

Sector Composition

1 Technology 12.03%
2 Financials 7.3%
3 Healthcare 4.41%
4 Communication Services 4.1%
5 Consumer Discretionary 3.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DELL icon
226
Dell
DELL
$240B
$3.62K ﹤0.01%
+22
TD icon
227
Toronto Dominion Bank
TD
$189B
$3.55K ﹤0.01%
+38
GTLB icon
228
GitLab
GTLB
$4.82B
$3.46K ﹤0.01%
+160
AXON icon
229
Axon Enterprise
AXON
$36.1B
$3.4K ﹤0.01%
+8
FLBR icon
230
Franklin FTSE Brazil ETF
FLBR
$554M
$3.4K ﹤0.01%
+142
XMMO icon
231
Invesco S&P MidCap Momentum ETF
XMMO
$7.19B
$3.19K ﹤0.01%
+22
BRF icon
232
VanEck Brazil Small-Cap ETF
BRF
$22.3M
$3.07K ﹤0.01%
+168
AUR icon
233
Aurora
AUR
$11.9B
$2.8K ﹤0.01%
+679
CMCSA icon
234
Comcast
CMCSA
$85.6B
$2.76K ﹤0.01%
+96
MET icon
235
MetLife
MET
$55.4B
$2.69K ﹤0.01%
+38
MTB icon
236
M&T Bank
MTB
$32.8B
$2.69K ﹤0.01%
+13
FTGC icon
237
First Trust Global Tactical Commodity Strategy Fund
FTGC
$2.53B
$2.68K ﹤0.01%
+93
RFG icon
238
Invesco S&P MidCap 400 Pure Growth ETF
RFG
$344M
$2.58K ﹤0.01%
+47
CDNS icon
239
Cadence Design Systems
CDNS
$106B
$2.5K ﹤0.01%
+9
ADBE icon
240
Adobe
ADBE
$94.3B
$2.43K ﹤0.01%
+10
COHR icon
241
Coherent
COHR
$69.4B
$2.38K ﹤0.01%
+10
FYC icon
242
First Trust Small Cap Growth AlphaDEX Fund
FYC
$1.12B
$2.38K ﹤0.01%
+25
SERV
243
Serve Robotics
SERV
$594M
$2.3K ﹤0.01%
+272
TM icon
244
Toyota
TM
$224B
$2.27K ﹤0.01%
+11
IVW icon
245
iShares S&P 500 Growth ETF
IVW
$71.3B
$2.26K ﹤0.01%
+20
CBLL
246
CeriBell Inc
CBLL
$697M
$2.16K ﹤0.01%
+118
DUOL icon
247
Duolingo
DUOL
$5.68B
$2.07K ﹤0.01%
+21
TEM
248
Tempus AI
TEM
$8.88B
$1.99K ﹤0.01%
+44
GRPM icon
249
Invesco S&P MidCap 400 GARP ETF
GRPM
$475M
$1.71K ﹤0.01%
+15
NOW icon
250
ServiceNow
NOW
$109B
$1.57K ﹤0.01%
+15
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