M1FG

Mach-1 Financial Group Portfolio holdings

AUM $487M
1-Year Est. Return 19.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$262M
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1 +$6.06M
2 +$5.44M
3 +$3.64M
4
SDVY icon
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
+$3.32M
5
EOG icon
EOG Resources
EOG
+$2.48M

Top Sells

1 +$7.74M
2 +$4.4M
3 +$3.16M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$2.43M
5
PPG icon
PPG Industries
PPG
+$2.03M

Sector Composition

1 Technology 16.99%
2 Financials 11.68%
3 Healthcare 9.05%
4 Consumer Staples 7.19%
5 Consumer Discretionary 5.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
-3,805
277
-3,805
278
-11,642
279
-2,781
280
-1,141
281
-4,410
282
-12,291
283
-8,508
284
-5,625
285
-25,987
286
-7,748