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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
51
$505K 0.27%
4,409
+37
52
$484K 0.26%
+5,167
53
$482K 0.26%
+2,415
54
$471K 0.25%
+7,940
55
$451K 0.24%
+5,640
56
$440K 0.23%
13,797
+1,560
57
$426K 0.23%
+7,545
58
$417K 0.22%
+836
59
$396K 0.21%
+16,716
60
$380K 0.2%
+18,445
61
$334K 0.18%
+8,735
62
$300K 0.16%
+1,932
63
$281K 0.15%
+5,536
64
$279K 0.15%
3,705
65
$259K 0.14%
+758
66
$245K 0.13%
+744
67
$245K 0.13%
+5,156
68
$236K 0.12%
+2,732
69
$227K 0.12%
285
+2
70
$223K 0.12%
+1,334
71
$223K 0.12%
+1,221
72
$218K 0.12%
+5,807
73
$216K 0.11%
+701
74
$208K 0.11%
+1,660
75
$206K 0.11%
+3,444
1 2
3
4