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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
$189M
AUM Growth
+$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$8.58M
3
+$8.41M
4
MFUS icon
PIMCO RAFI Dynamic Multi-Factor US Equity ETF
MFUS
+$8.41M
5
FMDE icon
Fidelity Enhanced Mid Cap Core ETF
FMDE
+$8.39M

Top Sells

1
+$234K
2
+$213K
3
+$37.4K

Sector Composition

1 Technology 12.21%
2 Financials 7.28%
3 Communication Services 5.14%
4 Healthcare 3.37%
5 Consumer Discretionary 3.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.58M 1.36%
+3,376
27
$2.55M 1.35%
+44,844
28
$2.51M 1.33%
+18,510
29
$2.49M 1.32%
+56,669
30
$2.39M 1.27%
25,533
+7,243
31
$2.29M 1.21%
16,204
+8,307
32
$2.11M 1.11%
+28,625
33
$2.09M 1.11%
+38,811
34
$2M 1.06%
+46,160
35
$1.93M 1.02%
+40,492
36
$1.88M 1%
+19,100
37
$1.82M 0.96%
+6,457
38
$1.7M 0.9%
+9,150
39
$1.66M 0.88%
+10,745
40
$1.6M 0.85%
+42,097
41
$1.43M 0.76%
2,341
+632
42
$1.22M 0.65%
+46,793
43
$1.18M 0.62%
+26,952
44
$963K 0.51%
+33,730
45
$898K 0.48%
+11,812
46
$895K 0.47%
13,832
+2,759
47
$847K 0.45%
+7,542
48
$649K 0.34%
+2,325
49
$526K 0.28%
10,528
50
$519K 0.27%
+20,090
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