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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
$208M
AUM Growth
+$9.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$6.03M
3
+$4.11M
4
FLXR
TCW Flexible Income ETF
FLXR
+$4.01M
5
TSM icon
TSMC
TSM
+$2.95M

Top Sells

1
+$8.81M
2
+$8.66M
3
+$3.4M
4
META icon
Meta Platforms (Facebook)
META
+$2.92M
5
FFLG icon
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
VMC icon
76
Vulcan Materials
VMC
$35.4B
$192K 0.09%
704
+2
ARKK icon
77
ARK Innovation ETF
ARKK
$6.45B
$186K 0.09%
2,752
+8
VBR icon
78
Vanguard Small-Cap Value ETF
VBR
$35.5B
$180K 0.09%
+828
IVV icon
79
iShares Core S&P 500 ETF
IVV
$819B
$167K 0.08%
+256
VOE icon
80
Vanguard Mid-Cap Value ETF
VOE
$22.6B
$163K 0.08%
+886
PM icon
81
Philip Morris
PM
$285B
$161K 0.08%
+975
KO icon
82
Coca-Cola
KO
$360B
$153K 0.07%
+2,013
OXY icon
83
Occidental Petroleum
OXY
$56.8B
$150K 0.07%
+2,309
CSCO icon
84
Cisco
CSCO
$468B
$143K 0.07%
+1,841
PLTR icon
85
Palantir
PLTR
$312B
$141K 0.07%
+963
ESML icon
86
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.37B
$138K 0.07%
+2,925
USB icon
87
US Bancorp
USB
$88.5B
$131K 0.06%
+2,514
NOBL icon
88
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.3B
$130K 0.06%
+2,454
DGRO icon
89
iShares Core Dividend Growth ETF
DGRO
$40.3B
$125K 0.06%
+1,776
DIVO icon
90
Amplify CWP Enhanced Dividend Income ETF
DIVO
$7.04B
$122K 0.06%
+2,716
KIE icon
91
State Street SPDR S&P Insurance ETF
KIE
$479M
$120K 0.06%
+2,173
LMBS icon
92
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$6.29B
$110K 0.05%
+2,201
ARKQ icon
93
ARK Autonomous Technology & Robotics ETF
ARKQ
$2.09B
$109K 0.05%
+971
NUMV icon
94
Nuveen ESG Mid-Cap Value ETF
NUMV
$445M
$101K 0.05%
+2,598
COST icon
95
Costco
COST
$436B
$99.6K 0.05%
+100
FRDM icon
96
Freedom 100 Emerging Markets ETF
FRDM
$3.31B
$99.1K 0.05%
+1,814
VOT icon
97
Vanguard Mid-Cap Growth ETF
VOT
$18.5B
$99.1K 0.05%
+385
VCRB icon
98
Vanguard Core Bond ETF
VCRB
$6.97B
$92.2K 0.04%
+1,191
FTSM icon
99
First Trust Enhanced Short Maturity ETF
FTSM
$6.47B
$86K 0.04%
+1,438
NDAQ icon
100
Nasdaq
NDAQ
$49B
$83.6K 0.04%
+984
2 3
4
5 6