MFG
Macco Financial Group Portfolio holdings
AUM
$132M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$132M
AUM Growth
+$15.7M
(+14%)
Holding
27
Top Buys
| 1 | +$7.3M | |
| 2 | +$7.25M | |
| 3 | +$5.83M | |
| 4 |
Vanguard Dividend Appreciation ETF
VIG
|
+$4.26M |
| 5 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$3.26M |
Top Sells
| 1 | +$5.57M | |
| 2 | +$5.06M | |
| 3 | +$3.13M | |
| 4 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
+$2.32M |
| 5 |
JPMorgan Small & Mid Cap Enhanced Equity ETF
JMEE
|
+$1.59M |
Sector Composition
| 1 | Financials | 0.22% |
| 2 | Industrials | 0.03% |
| 3 | Technology | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
26
iShares MSCI USA Min Vol Factor ETF
USMV
$23B
| – | – |
-24,686
|
|
||
27
Vanguard Tax-Exempt Bond Index Fund
VTEB
$42.5B
| – | – |
-5,199
|
|