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
$109M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 14.11%
2 Industrials 4.87%
3 Financials 4.59%
4 Energy 3.95%
5 Consumer Staples 3.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$9.19M 8.47%
+376,980
2
$5.93M 5.46%
+35,940
3
$5.84M 5.38%
+53,310
4
$5.66M 5.21%
+113,139
5
$5.01M 4.62%
+65,760
6
$4.14M 3.82%
+42,296
7
$3.79M 3.5%
+11,824
8
$3.45M 3.18%
+53,977
9
$2.93M 2.7%
+6,396
10
$2.64M 2.44%
+12,448
11
$2.56M 2.36%
+8,892
12
$2.5M 2.31%
+18,666
13
$2.34M 2.15%
+36,773
14
$2.2M 2.03%
+20,678
15
$1.75M 1.61%
+74,684
16
$1.66M 1.53%
+78,203
17
$1.57M 1.44%
+14,251
18
$1.51M 1.39%
+13,800
19
$1.49M 1.37%
+56,528
20
$1.36M 1.25%
+7,609
21
$1.32M 1.22%
+17,732
22
$1.26M 1.16%
+56,900
23
$1.18M 1.09%
+7,407
24
$1.17M 1.08%
+58,093
25
$1.05M 0.97%
+16,991