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
$118M
AUM Growth
+$9.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$6.15M
2
+$4.13M
3
+$2.2M
4
FICS icon
First Trust International Developed Capital Strength ETF
FICS
+$1.53M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$878K

Top Sells

1
+$5.66M
2
+$4.06M
3
+$2.2M
4
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$1.57M
5
AAPL icon
Apple
AAPL
+$275K

Sector Composition

1 Technology 14.55%
2 Industrials 5.32%
3 Energy 4.5%
4 Financials 4.31%
5 Consumer Staples 3.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-1,034
102
– –
-20,678
1 2 3 4
5