MFG
Midwest Financial Group Portfolio holdings
AUM
$226M
1-Year Est. Return
20.3%
This Fund
S&P 500
1 Year Est. Return
+20.3%
AUM
$226M
AUM Growth
+$16.6M
(+7.9%)
Holding
129
Top Buys
| 1 | +$6.6M | |
| 2 | +$1.39M | |
| 3 | +$1.1M | |
| 4 |
Schwab US Aggregate Bond ETF
SCHZ
|
+$1.07M |
| 5 |
First Trust Long Duration Opportunities ETF
LGOV
|
+$671K |
Top Sells
| 1 | +$3.62M | |
| 2 | +$2.6M | |
| 3 | +$874K | |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
+$798K |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$798K |
Sector Composition
| 1 | Technology | 15.12% |
| 2 | Financials | 4.32% |
| 3 | Energy | 2.47% |
| 4 | Industrials | 2.32% |
| 5 | Consumer Discretionary | 1.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
ServiceNow
NOW
$118B
| – | – |
-1,315
|
|
||
127
Pfizer
PFE
$151B
| – | – |
-10,348
|
|
||
128
T. Rowe Price
TROW
$20.4B
| – | – |
-3,490
|
|
||
129
Verizon
VZ
$215B
| – | – |
-9,825
|
|