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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
76
– –
-5,927
77
– –
-10,000
78
– –
-7,445
1 2 3
4