MFG

Menard Financial Group Portfolio holdings

AUM $149M
1-Year Est. Return 35.21%
This Quarter Est. Return
1 Year Est. Return
+35.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$61.1M
AUM Growth
-$40.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$1.25M
2
+$1.06M
3
+$1.06M
4
SH icon
ProShares Short S&P500
SH
+$1.04M
5
GLD icon
SPDR Gold Trust
GLD
+$999K

Top Sells

1
+$2.53M
2
+$1.73M
3
+$1.22M
4
ZTS icon
Zoetis
ZTS
+$1.14M
5
CRM icon
Salesforce
CRM
+$1.11M

Sector Composition

1 Technology 16.32%
2 Healthcare 9.58%
3 Energy 8.97%
4 Financials 7.27%
5 Consumer Discretionary 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
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