MFG

Mendota Financial Group Portfolio holdings

AUM $134M
1-Year Est. Return 10.26%
This Quarter Est. Return
1 Year Est. Return
+10.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$92.2M
AUM Growth
-$62.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1 +$1.62M
2 +$1.17M
3 +$796K
4
PHYL icon
PGIM Active High Yield Bond ETF
PHYL
+$52.8K
5
FDVV icon
Fidelity High Dividend ETF
FDVV
+$47.6K

Sector Composition

1 Financials 6.33%
2 Technology 1.32%
3 Consumer Discretionary 0.32%
4 Healthcare 0.29%
5 Consumer Staples 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
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