MFG

Menard Financial Group Portfolio holdings

AUM $146M
1-Year Est. Return 28.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$69.2M
AUM Growth
+$20.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$998K
3
+$849K
4
NVO icon
Novo Nordisk
NVO
+$839K
5
NVDA icon
NVIDIA
NVDA
+$793K

Top Sells

1
+$502K
2
+$358K
3
+$340K
4
USO icon
United States Oil Fund
USO
+$328K
5
HPQ icon
HP
HPQ
+$318K

Sector Composition

1 Technology 20.28%
2 Healthcare 8.95%
3 Energy 8.3%
4 Financials 6.44%
5 Consumer Discretionary 5.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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86
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87
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4