MF
Midwestern Financial Portfolio holdings
AUM
$107M
This Quarter Return
+7.16%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$107M
AUM Growth
–
Cap. Flow
+$107M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
53.42%
Holding
54
New
54
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$7.94M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
$7.51M |
| 3 |
American Century Focused Large Cap Value ETF
FLV
|
$7.09M |
| 4 |
Vanguard Value ETF
VTV
|
$6.01M |
| 5 |
Schwab US Broad Market ETF
SCHB
|
$5.96M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 4.35% |
| 2 | Communication Services | 2.47% |
| 3 | Consumer Discretionary | 1.76% |
| 4 | Financials | 1.34% |
| 5 | Consumer Staples | 0.61% |
