GMFG

Greater Midwest Financial Group Portfolio holdings

AUM $179M
1-Year Est. Return 20.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$147M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$16.8M
2 +$12.4M
3 +$9.86M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$9.86M
5
FDVV icon
Fidelity High Dividend ETF
FDVV
+$9.81M

Top Sells

No sells this quarter

Sector Composition

1 Technology 28.5%
2 Communication Services 7.4%
3 Healthcare 5.4%
4 Consumer Discretionary 5.33%
5 Industrials 4.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$200K 0.14%
+675
52
$63.5K 0.04%
+10,000