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
$122M
AUM Growth
+$7.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$1.92M
2
+$1.73M
3
+$627K
4
NKE icon
Nike
NKE
+$529K
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$506K

Top Sells

1
+$906K
2
+$791K
3
+$606K
4
FPX icon
First Trust US Equity Opportunities ETF
FPX
+$584K
5
VZ icon
Verizon
VZ
+$557K

Sector Composition

1 Technology 22.19%
2 Consumer Discretionary 12.74%
3 Healthcare 8.34%
4 Financials 7.17%
5 Industrials 6.99%
Name Market Value Portfolio Weight Shares or Principal Change
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