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
+$163K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$1.1M
2 +$1.09M
3 +$772K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$625K
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$402K

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
-1,178