MIM

Marshall Investment Management Portfolio holdings

AUM $21M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$170M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$8.3M
2
+$8.19M
3
+$7.45M
4
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$6.75M
5
AIRR icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$52.2K 0.03%
+275
102
$51.7K 0.03%
+455
103
$51.4K 0.03%
+310
104
$49K 0.03%
+805
105
$47.1K 0.03%
+348
106
$42.1K 0.02%
+370
107
$40.6K 0.02%
+390
108
$40.5K 0.02%
+100
109
$40.1K 0.02%
+454
110
$36.6K 0.02%
+120
111
$36K 0.02%
+341
112
$35.5K 0.02%
+160
113
$35.2K 0.02%
+593
114
$35.2K 0.02%
+235
115
$32.5K 0.02%
+543
116
$31.8K 0.02%
+624
117
$31.8K 0.02%
+431
118
$30.8K 0.02%
+15
119
$30.6K 0.02%
+113
120
$30.3K 0.02%
+61
121
$30.2K 0.02%
+309
122
$30.2K 0.02%
+51
123
$28.3K 0.02%
+1,287
124
$26.6K 0.02%
+232
125
$26.3K 0.02%
+207
2 3 4
5
6