MHB
Midwest Heritage Bank Portfolio holdings
AUM
$266M
This Quarter Return
-5.99%
1 Year Return
+11.05%
3 Year Return
+39.97%
5 Year Return
–
10 Year Return
–
AUM
$95.5M
AUM Growth
+$95.5M
(-14%)
Cap. Flow
-$8.17M
Cap. Flow
% of AUM
-8.55%
Top 10 Holdings %
Top 10 Hldgs %
60%
Holding
68
New
1
Increased
7
Reduced
43
Closed
3
Top Buys
| 1 |
Capital Group Core Equity ETF
CGUS
|
$567K |
| 2 |
Capital Group Growth ETF
CGGR
|
$385K |
| 3 |
Capital Group Core Plus Income ETF
CGCP
|
$377K |
| 4 |
Capital Group Dividend Value ETF
CGDV
|
$335K |
| 5 |
Avantis US Equity ETF
AVUS
|
$318K |
Top Sells
Sector Composition
| 1 | Energy | 0.61% |
| 2 | Communication Services | 0.51% |
| 3 | Financials | 0.42% |
| 4 | Consumer Staples | 0.38% |
| 5 | Consumer Discretionary | 0.36% |
