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
$100M
AUM Growth
+$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
367
New
Increased
Reduced
Closed

Top Buys

1
+$1.35M
2
+$1.28M
3
+$892K
4
LBTYK icon
Liberty Global Class C
LBTYK
+$802K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$800K

Top Sells

1
+$42.4M
2
+$17.2M
3
+$10.8M
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$549K
5
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$406K

Sector Composition

1 Financials 30.18%
2 Communication Services 18.51%
3 Technology 14.75%
4 Industrials 4.23%
5 Consumer Discretionary 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
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