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
$119M
AUM Growth
+$38.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Sells

1 +$6.42M
2 +$1.23M
3 +$805K
4
WMT icon
Walmart
WMT
+$740K
5
OIH icon
VanEck Oil Services ETF
OIH
+$692K

Sector Composition

1 Technology 22.61%
2 Consumer Discretionary 8.19%
3 Healthcare 6.44%
4 Financials 6.12%
5 Communication Services 5.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
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