MFG
Mendota Financial Group Portfolio holdings
AUM
$135M
1-Year Est. Return
12.02%
This Fund
S&P 500
1 Year Est. Return
+12.02%
AUM
$135M
AUM Growth
-$2.43M
(-1.8%)
Holding
101
Top Buys
| 1 | +$1.5M | |
| 2 | +$1.05M | |
| 3 | +$729K | |
| 4 |
Avantis US Small Cap Equity ETF
AVSC
|
+$618K |
| 5 |
SGVT
Schwab Government Money Market ETF
SGVT
|
+$583K |
Top Sells
| 1 | +$1.58M | |
| 2 | +$949K | |
| 3 | +$757K | |
| 4 |
Loews
L
|
+$222K |
| 5 |
Apple
AAPL
|
+$217K |
Sector Composition
| 1 | Financials | 2.2% |
| 2 | Technology | 0.21% |
| 3 | Consumer Staples | 0% |
| 4 | Energy | 0% |
| 5 | Healthcare | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
101
Apple
AAPL
$3.87T
| – | – |
-799
|
|