MFG

Midwest Financial Group Portfolio holdings

AUM $190M
1-Year Est. Return 9.9%
This Quarter Est. Return
1 Year Est. Return
+9.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$109M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$9.19M
2
+$5.93M
3
+$5.84M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$5.66M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$5.01M

Top Sells

No sells this quarter

Sector Composition

1 Technology 14.11%
2 Industrials 4.87%
3 Financials 4.59%
4 Energy 3.95%
5 Consumer Staples 3.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$557K 0.51%
+2,480
52
$545K 0.5%
+39,610
53
$497K 0.46%
+15,926
54
$491K 0.45%
+1,351
55
$487K 0.45%
+4,315
56
$466K 0.43%
+2,823
57
$453K 0.42%
+6,090
58
$449K 0.41%
+2,898
59
$434K 0.4%
+2,657
60
$427K 0.39%
+22,040
61
$423K 0.39%
+4,098
62
$418K 0.39%
+12,200
63
$412K 0.38%
+6,093
64
$409K 0.38%
+3,110
65
$402K 0.37%
+5,430
66
$397K 0.37%
+2,050
67
$381K 0.35%
+23,404
68
$373K 0.34%
+5,050
69
$370K 0.34%
+55,022
70
$370K 0.34%
+6,390
71
$362K 0.33%
+2,277
72
$356K 0.33%
+8,717
73
$344K 0.32%
+10,545
74
$331K 0.31%
+7,050
75
$328K 0.3%
+1,174
1 2
3
4