MDCM

Morgan Dempsey Capital Management Portfolio holdings

AUM $239M
1-Year Est. Return 13.56%
This Quarter Est. Return
1 Year Est. Return
+13.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$275M
AUM Growth
+$9.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$4.79M
2
+$4.5M
3
+$1.81M
4
SSD icon
Simpson Manufacturing
SSD
+$1.44M
5
GVA icon
Granite Construction
GVA
+$982K

Top Sells

1
+$4.38M
2
+$2.35M
3
+$1.41M
4
HLIO icon
Helios Technologies
HLIO
+$1.25M
5
MCS icon
Marcus Corp
MCS
+$1.03M

Sector Composition

1 Industrials 24.06%
2 Consumer Staples 19.44%
3 Technology 9.73%
4 Consumer Discretionary 9.4%
5 Communication Services 7.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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