MFPI
Midwest Financial Partners Investments Portfolio holdings
AUM
$189M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$189M
AUM Growth
+$8.61M
(+4.8%)
Holding
78
Top Buys
| 1 | +$2.04M | |
| 2 | +$1.52M | |
| 3 | +$1.5M | |
| 4 |
JPMorgan International Bond Opportunities ETF
JPIB
|
+$1.41M |
| 5 |
Vanguard Growth ETF
VUG
|
+$1.15M |
Top Sells
| 1 | +$510K | |
| 2 | +$454K | |
| 3 | +$397K | |
| 4 |
AbbVie
ABBV
|
+$207K |
| 5 |
Boston Scientific
BSX
|
+$163K |
Sector Composition
| 1 | Technology | 7.66% |
| 2 | Industrials | 2.58% |
| 3 | Healthcare | 2.34% |
| 4 | Financials | 1.06% |
| 5 | Communication Services | 1.01% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Tesla
TSLA
$1.64T
| $209K | 0.11% |
+562
|
|
||
|
77
AbbVie
ABBV
$380B
| – | – |
-904
|
|
||
78
Grayscale Bitcoin Trust
GBTC
$11.3B
| – | – |
-7,462
|
|