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MIM
Marshall Investment Management Portfolio holdings
AUM
$208M
1-Year Est. Return
30.96%
This Fund
S&P 500
1 Year Est. Return
+30.96%
AUM
$161M
AUM Growth
-$8.73M
(-5.1%)
Holding
256
Top Buys
| 1 | +$9.18M | |
| 2 | +$4.41M | |
| 3 | +$4.29M | |
| 4 |
Principal Exchange-Traded Funds Principal US Mega-Cap ETF
USMC
|
+$4.06M |
| 5 |
Capital Group Dividend Value ETF
CGDV
|
+$3.87M |
Top Sells
| 1 | +$7.92M | |
| 2 | +$5.53M | |
| 3 | +$5.2M | |
| 4 |
Invesco S&P MidCap 400 Pure Growth ETF
RFG
|
+$4.69M |
| 5 |
Invesco S&P International Developed Quality ETF
IDHQ
|
+$3.88M |
Sector Composition
| 1 | Technology | 10.49% |
| 2 | Financials | 8.5% |
| 3 | Communication Services | 4.7% |
| 4 | Healthcare | 4.08% |
| 5 | Consumer Discretionary | 3.21% |