MFG

Midwest Financial Group Portfolio holdings

AUM $226M
1-Year Est. Return 20.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$118M
AUM Growth
+$163K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$1.19M
2
+$1.13M
3
+$809K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$650K
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$425K

Top Sells

1
+$832K
2
+$554K
3
+$254K
4
LUV icon
Southwest Airlines
LUV
+$224K
5
MRK icon
Merck
MRK
+$220K

Sector Composition

1 Technology 13.1%
2 Energy 5.05%
3 Industrials 4.56%
4 Financials 4.34%
5 Consumer Staples 3.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-1,906
1 2 3 4
5