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MIM
Marshall Investment Management Portfolio holdings
AUM
$208M
1-Year Est. Return
30.96%
This Fund
S&P 500
1 Year Est. Return
+30.96%
AUM
$208M
AUM Growth
+$9.4M
(+4.7%)
Holding
277
Top Buys
| 1 | +$10.5M | |
| 2 | +$6.03M | |
| 3 | +$4.11M | |
| 4 |
FLXR
TCW Flexible Income ETF
FLXR
|
+$4.01M |
| 5 |
TSMC
TSM
|
+$2.95M |
Top Sells
| 1 | +$8.81M | |
| 2 | +$8.66M | |
| 3 | +$3.4M | |
| 4 |
Meta Platforms (Facebook)
META
|
+$2.92M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
276
Fidelity MSCI Utilities Index ETF
FUTY
$2.32B
| – | – |
-8,612
|
|
||
277
First Trust Nasdaq Artificial Intelligence and Robotics ETF
ROBT
$705M
| – | – |
-18,856
|
|