MIM
Marshall Investment Management Portfolio holdings
AUM
$199M
1-Year Est. Return
30.24%
This Fund
S&P 500
1 Year Est. Return
+30.24%
AUM
$199M
AUM Growth
+$10.2M
(+5.4%)
Holding
81
Top Buys
| 1 | +$4.44M | |
| 2 | +$1.35M | |
| 3 | +$1.3M | |
| 4 |
First Trust NASDAQ Cybersecurity ETF
CIBR
|
+$1.01M |
| 5 |
First Trust Nasdaq Artificial Intelligence and Robotics ETF
ROBT
|
+$1.01M |
Top Sells
| 1 | +$2.09M | |
| 2 | +$1.95M | |
| 3 | +$583K | |
| 4 |
Invesco PHLX Semiconductor ETF
SOXQ
|
+$558K |
| 5 |
Fidelity Fundamental Large Cap Growth ETF
FFLG
|
+$551K |
Sector Composition
| 1 | Technology | 11.84% |
| 2 | Financials | 7.41% |
| 3 | Communication Services | 5.58% |
| 4 | Healthcare | 4.43% |
| 5 | Consumer Discretionary | 3.44% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Vulcan Materials
VMC
$35.5B
| $200K | 0.1% |
702
+1
|
|
||
77
First Trust Managed Municipal ETF
FMB
$1.97B
| – | – |
-5,536
|
|
||
78
First Trust Mid Cap Core AlphaDEX Fund
FNX
$1.23B
| – | – |
-1,660
|
|
||
79
State Street SPDR S&P Insurance ETF
KIE
$432M
| – | – |
-7,940
|
|
||
80
Palantir
PLTR
$361B
| – | – |
-1,221
|
|
||
81
State Street Financial Select Sector SPDR ETF
XLF
$47.8B
| – | – |
-38,811
|
|