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
76
$322K 0.3%
+1,598
77
$310K 0.29%
+2,725
78
$298K 0.27%
+6,670
79
$297K 0.27%
+8,500
80
$290K 0.27%
+16,325
81
$286K 0.26%
+1,358
82
$278K 0.26%
+2,263
83
$249K 0.23%
+1,525
84
$233K 0.21%
+16,648
85
$228K 0.21%
+1,708
86
$220K 0.2%
+2,072
87
$219K 0.2%
+1,034
88
$206K 0.19%
+2,128
89
$204K 0.19%
+3,158
90
$192K 0.18%
+15,240
1 2 3
4