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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
1
$17.2M 9.12%
48,477
+45,136
2
$9.02M 4.78%
306,139
+289,569
3
$8.99M 4.76%
17,361
+13,027
4
$8.93M 4.72%
+203,241
5
$8.92M 4.72%
158,569
+154,199
6
$8.79M 4.66%
243,279
+237,043
7
$8.73M 4.62%
+17,366
8
$7.05M 3.73%
10,583
+7,588
9
$5.92M 3.13%
26,969
+24,443
10
$4.85M 2.57%
+25,973
11
$4.68M 2.48%
69,625
+64,369
12
$4.61M 2.44%
18,096
+16,277
13
$4.53M 2.4%
14,366
+12,925
14
$4.02M 2.13%
+16,505
15
$3.63M 1.92%
+37,531
16
$3.51M 1.86%
20,120
+6,693
17
$3.5M 1.85%
+7,133
18
$3.27M 1.73%
52,785
+15,507
19
$3.21M 1.7%
+4,366
20
$2.86M 1.51%
56,979
+46,805
21
$2.85M 1.51%
61,720
+19,185
22
$2.82M 1.49%
+11,993
23
$2.73M 1.45%
+26,491
24
$2.71M 1.43%
139,951
+127,381
25
$2.69M 1.42%
+21,703
1
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