MFG

Midwest Financial Group Portfolio holdings

AUM $234M
1-Year Est. Return 25.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$149M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$2.59M
2
+$2.52M
3
+$1.65M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$1.07M
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$1.05M

Top Sells

1
+$1.58M
2
+$1.19M
3
+$970K
4
V icon
Visa
V
+$607K
5
ABT icon
Abbott
ABT
+$465K

Sector Composition

1 Technology 14.77%
2 Energy 4.37%
3 Financials 4.06%
4 Consumer Staples 3.58%
5 Industrials 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$209K 0.14%
+1,729
102
$203K 0.14%
+3,248
103
$202K 0.14%
+5,256
104
$180K 0.12%
13,553
-365
105
– –
-1,570
106
– –
-15,914
107
– –
-4,221
108
– –
-1,633
109
– –
-1,200
110
– –
-6,304
111
– –
-6,258
1 2 3 4
5