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MFGL

MTM FINANCIAL GROUP, LLC Portfolio holdings

AUM $213M
1-Year Est. Return 10.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$167M
AUM Growth
+$3.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Sells

1 +$313K
2 +$287K
3 +$234K
4
MRK icon
Merck
MRK
+$220K
5
CI icon
Cigna
CI
+$210K

Sector Composition

1 Financials 1.24%
2 Technology 0.74%
3 Utilities 0.61%
4 Healthcare 0.59%
5 Consumer Staples 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-605
77
-2,666