MF

Midwestern Financial Portfolio holdings

AUM $121M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$107M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1 +$7.42M
2 +$7.34M
3 +$6.87M
4
VTV icon
Vanguard Value ETF
VTV
+$5.75M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$5.51M

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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$221K 0.21%
+223
52
$217K 0.2%
+1,230
53
$207K 0.19%
+1,538
54
$200K 0.19%
+630