MIM
Marshall Investment Management Portfolio holdings
AUM
$21M
This Quarter Return
+0.31%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$170M
AUM Growth
–
Cap. Flow
+$170M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
38.09%
Holding
135
New
135
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
$8.3M |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
$8.19M |
| 3 |
Microsoft
MSFT
|
$7.45M |
| 4 |
First Trust Rising Dividend Achievers ETF
RDVY
|
$6.75M |
| 5 |
First Trust RBA American Industrial Renaissance ETF
AIRR
|
$6.54M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 11.01% |
| 2 | Financials | 7.15% |
| 3 | Communication Services | 4.39% |
| 4 | Healthcare | 3.82% |
| 5 | Consumer Discretionary | 2.81% |
