M1FG

Mach-1 Financial Group Portfolio holdings

AUM $342M
1-Year Est. Return 25.76%
This Quarter Est. Return
1 Year Est. Return
+25.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$149M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
322
New
Increased
Reduced
Closed

Top Buys

1
+$2.39M
2
+$1.82M
3
+$1.48M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$501K
5
SRLN icon
SPDR Blackstone Senior Loan ETF
SRLN
+$479K

Top Sells

1
+$593K
2
+$399K
3
+$12.8K
4
TSLA icon
Tesla
TSLA
+$4.22K
5
KHC icon
Kraft Heinz
KHC
+$895

Sector Composition

1 Consumer Staples 4.39%
2 Energy 1.82%
3 Financials 1.29%
4 Technology 0.76%
5 Consumer Discretionary 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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– –
-14,667
9 10 11
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