MG
MDE Group Portfolio holdings
AUM
$389M
This Quarter Return
+1.95%
1 Year Return
+6.91%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$576M
AUM Growth
–
Cap. Flow
+$576M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
95.82%
Holding
69
New
69
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$423M |
| 2 |
Alerian MLP ETF
AMLP
|
$57.9M |
| 3 |
iShares Core High Dividend ETF
HDV
|
$38.1M |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$13.3M |
| 5 |
iShares Core Moderate Allocation ETF
AOM
|
$7.48M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Energy | 1.27% |
| 2 | Healthcare | 0.81% |
| 3 | Financials | 0.7% |
| 4 | Technology | 0.55% |
| 5 | Industrials | 0.35% |
