MF
Midwestern Financial Portfolio holdings
AUM
$127M
1-Year Est. Return
13.96%
This Fund
S&P 500
1 Year Est. Return
+13.96%
AUM
$121M
AUM Growth
+$4.39M
(+3.8%)
Holding
54
Top Buys
| 1 | +$1.04M | |
| 2 | +$580K | |
| 3 | +$494K | |
| 4 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$443K |
| 5 |
Vanguard Mid-Cap ETF
VO
|
+$365K |
Top Sells
| 1 | +$878K | |
| 2 | +$585K | |
| 3 | +$282K | |
| 4 |
Celestica
CLS
|
+$222K |
| 5 |
Costco
COST
|
+$207K |
Sector Composition
| 1 | Technology | 3.9% |
| 2 | Communication Services | 2.11% |
| 3 | Consumer Discretionary | 1.52% |
| 4 | Financials | 1.2% |
| 5 | Consumer Staples | 0.41% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$17.2B
| $267K | 0.22% |
4,606
+17
|
|
||
|
HDV
52
iShares Core High Dividend ETF
HDV
$13.3B
| $227K | 0.19% |
9,355
-5,570
|
|
||
|
53
Costco
COST
$449B
| – | – |
-224
|
|
||
|
54
Celestica
CLS
$44.3B
| – | – |
-900
|
|