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
$370M
AUM Growth
+$9.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$6M
3
+$2.04M
4
CCI icon
Crown Castle
CCI
+$2.02M
5
ACU icon
Acme United Corp
ACU
+$909K

Top Sells

1
+$4.82M
2
+$1.49M
3
+$1.18M
4
PKBK icon
Parke Bancorp
PKBK
+$1.08M
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$293K

Sector Composition

1 Energy 15.81%
2 Consumer Staples 14.67%
3 Healthcare 14.49%
4 Industrials 11.77%
5 Financials 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
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