MFG
Mendota Financial Group Portfolio holdings
AUM
$106M
This Quarter Return
+7.68%
1 Year Return
+13.77%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$171M
AUM Growth
+$171M
(+33%)
Cap. Flow
+$33.4M
Cap. Flow
% of AUM
19.53%
Top 10 Holdings %
Top 10 Hldgs %
66.67%
Holding
394
New
22
Increased
45
Reduced
112
Closed
67
Top Buys
Top Sells
| 1 |
APi Group
APG
|
$3.53M |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
$2.75M |
| 3 |
Alphabet (Google) Class C
GOOG
|
$2.1M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$1.68M |
| 5 |
Uber
UBER
|
$1.68M |
Sector Composition
| 1 | Financials | 16.84% |
| 2 | Communication Services | 5.49% |
| 3 | Technology | 5.4% |
| 4 | Consumer Discretionary | 1.96% |
| 5 | Healthcare | 1.56% |
