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
$171M
AUM Growth
+$42.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
394
New
Increased
Reduced
Closed

Top Buys

1
+$8.73M
2
+$7.28M
3
+$7.11M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$6.27M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.24M

Top Sells

1
+$3.53M
2
+$2.57M
3
+$2.1M
4
UBER icon
Uber
UBER
+$1.68M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.6M

Sector Composition

1 Financials 16.84%
2 Communication Services 5.49%
3 Technology 5.4%
4 Consumer Discretionary 1.96%
5 Healthcare 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
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