MFG

Mendota Financial Group Portfolio holdings

AUM $137M
1-Year Est. Return 13.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$96M
AUM Growth
+$7.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
325
New
Increased
Reduced
Closed

Top Buys

1
+$4.29M
2
+$1.94M
3
+$1.75M
4
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$910K
5
LLYVK icon
Liberty Live Group Series C
LLYVK
+$621K

Top Sells

1
+$2.28M
2
+$559K
3
+$335K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$259K
5
L icon
Loews
L
+$257K

Sector Composition

1 Financials 29.33%
2 Communication Services 13.89%
3 Technology 8.77%
4 Industrials 4.73%
5 Consumer Discretionary 3.73%
Name Market Value Portfolio Weight Shares or Principal Change
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