MFG
Menard Financial Group Portfolio holdings
AUM
$149M
1-Year Est. Return
35.21%
This Fund
S&P 500
1 Year Est. Return
+35.21%
AUM
$168M
AUM Growth
+$16.1M
(+11%)
Holding
107
Top Buys
| 1 | +$828K | |
| 2 | +$804K | |
| 3 | +$800K | |
| 4 |
Zacks Earnings Consistent Portfolio ETF
ZECP
|
+$711K |
| 5 |
GE Vernova
GEV
|
+$541K |
Top Sells
| 1 | +$1.1M | |
| 2 | +$1.08M | |
| 3 | +$799K | |
| 4 |
Atlassian
TEAM
|
+$663K |
| 5 |
Graphic Packaging
GPK
|
+$444K |
Sector Composition
| 1 | Technology | 28.3% |
| 2 | Communication Services | 10.45% |
| 3 | Consumer Discretionary | 8.42% |
| 4 | Financials | 5.47% |
| 5 | Industrials | 5.2% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Champion Homes
SKY
$4.7B
| – | – |
-4,632
|
|
||
|
102
Atlassian
TEAM
$35.5B
| – | – |
-3,187
|
|
||
103
Wintrust Financial
WTFC
$9.73B
| – | – |
-3,654
|
|
||
104
Zoetis
ZTS
$53.7B
| – | – |
-2,032
|
|
||
105
Healthpeak Properties
DOC
$11.9B
| – | – |
-16,542
|
|
||
106
Emcor
EME
$32.6B
| – | – |
-2,491
|
|
||
|
107
Graphic Packaging
GPK
$4.38B
| – | – |
-20,121
|
|