MFG
Midwest Financial Group Portfolio holdings
AUM
$190M
This Quarter Return
+6.85%
1 Year Return
+9.9%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$109M
AUM Growth
–
Cap. Flow
+$109M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
44.79%
Holding
90
New
90
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Schwab US Dividend Equity ETF
SCHD
|
$9.19M |
| 2 |
Apple
AAPL
|
$5.93M |
| 3 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$5.84M |
| 4 |
iShares Core Dividend Growth ETF
DGRO
|
$5.66M |
| 5 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$5.01M |
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% |
