MFG

Mendota Financial Group Portfolio holdings

AUM $135M
1-Year Est. Return 12.02%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$128M
AUM Growth
+$32.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
414
New
Increased
Reduced
Closed

Top Buys

1
+$2.58M
2
+$2.36M
3
+$2.13M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.08M
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$1.91M

Top Sells

1
+$1.32M
2
+$782K
3
+$752K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$477K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$453K

Sector Composition

1 Financials 22.65%
2 Communication Services 10.3%
3 Technology 9.43%
4 Industrials 4.81%
5 Consumer Discretionary 3.07%
Name Market Value Portfolio Weight Shares or Principal Change
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