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
$134M
AUM Growth
+$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$2.41M
2 +$868K
3 +$638K
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$416K
5
VTV icon
Vanguard Value ETF
VTV
+$346K

Top Sells

1 +$1.15M
2 +$418K
3 +$391K
4
ABT icon
Abbott
ABT
+$286K
5
WM icon
Waste Management
WM
+$268K

Sector Composition

1 Technology 14.4%
2 Financials 4.72%
3 Energy 4.42%
4 Industrials 4.06%
5 Consumer Staples 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-1,755