MDCM

Morgan Dempsey Capital Management Portfolio holdings

AUM $225M
1-Year Est. Return 6.8%
This Quarter Est. Return
1 Year Est. Return
+6.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$321M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$4.04M
2 +$2.49M
3 +$2.35M
4
IBM icon
IBM
IBM
+$1.83M
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$1.75M

Top Sells

1 +$9.6M
2 +$682K
3 +$479K
4
USB icon
US Bancorp
USB
+$472K
5
HPQ icon
HP
HPQ
+$457K

Sector Composition

1 Consumer Staples 15.29%
2 Healthcare 14.96%
3 Financials 11.34%
4 Industrials 10.21%
5 Energy 10.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-64,245