MIM
Marshall Investment Management Portfolio holdings
AUM
$189M
1-Year Est. Return
26.36%
1 Year Est. Return
+26.36%
AUM
$189M
AUM Growth
+$168M
(+798%)
Holding
78
Top Buys
| 1 | +$16M | |
| 2 | +$8.93M | |
| 3 | +$8.73M | |
| 4 |
PIMCO RAFI Dynamic Multi-Factor US Equity ETF
MFUS
|
+$8.67M |
| 5 |
Fidelity Enhanced Mid Cap ETF
FMDE
|
+$8.57M |
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 | |
|---|---|---|---|---|---|---|
|
CGCV
76
Capital Group Conservative Equity ETF
CGCV
$1.13B
| – | – |
-7,445
|
|
||
77
Capital Group Dividend Value ETF
CGDV
$25.4B
| – | – |
-5,927
|
|
||
78
MannKind Corp
MNKD
$1.77B
| – | – |
-10,000
|
|