MIM
Marshall Investment Management Portfolio holdings
AUM
$21M
1 Year Est. Return
–
AUM
$161M
AUM Growth
-$8.73M
(-5.1%)
Holding
256
Top Buys
| 1 | +$10M | |
| 2 | +$4.42M | |
| 3 | +$4.31M | |
| 4 |
Principal Exchange-Traded Funds Principal US Mega-Cap ETF
USMC
|
+$3.84M |
| 5 |
CGCV
Capital Group Conservative Equity ETF
CGCV
|
+$3.82M |
Top Sells
| 1 | +$7.8M | |
| 2 | +$5.1M | |
| 3 | +$4.62M | |
| 4 |
Invesco S&P MidCap 400 Pure Growth ETF
RFG
|
+$4.3M |
| 5 |
Invesco S&P International Developed Quality ETF
IDHQ
|
+$3.85M |
Sector Composition
| 1 | Technology | 10.49% |
| 2 | Financials | 8.5% |
| 3 | Communication Services | 4.7% |
| 4 | Healthcare | 4.08% |
| 5 | Consumer Discretionary | 3.21% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
251
Delta Air Lines
DAL
$39.5B
| – | – |
0
|
|
||
252
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15.1B
| – | – |
0
|
|
||
253
Vanguard S&P Mid-Cap 400 Growth ETF
IVOG
$1.18B
| – | – |
-232
|
|
||
254
Marriott International
MAR
$73.6B
| – | – |
0
|
|
||
255
iShares National Muni Bond ETF
MUB
$40.4B
| – | – |
0
|
|
||
256
AT&T
T
$181B
| – | – |
-1,287
|
|