MFG

Menard Financial Group Portfolio holdings

AUM $168M
1-Year Est. Return 29.6%
This Quarter Est. Return
1 Year Est. Return
+29.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$48.7M
AUM Growth
+$5.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$4.53M
2 +$792K
3 +$369K
4
META icon
Meta Platforms (Facebook)
META
+$357K
5
NVO icon
Novo Nordisk
NVO
+$343K

Top Sells

1 +$1.34M
2 +$469K
3 +$417K
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$400K
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$387K

Sector Composition

1 Technology 22.12%
2 Energy 9.56%
3 Financials 8.29%
4 Healthcare 8.2%
5 Consumer Discretionary 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-5,576
77
-4,834
78
-3,675