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
26
$182K 0.11%
+941
27
$176K 0.11%
+4,120
28
$153K 0.1%
+7,632
29
$153K 0.1%
3,042
-7,932
30
$137K 0.09%
+460
31
$137K 0.09%
+3,515
32
$118K 0.07%
+286
33
$117K 0.07%
+6,349
34
$113K 0.07%
+200
35
$113K 0.07%
+2,038
36
$112K 0.07%
+2,205
37
$112K 0.07%
+1,063
38
$111K 0.07%
+2,163
39
$109K 0.07%
+632
40
$107K 0.07%
+1,725
41
$94K 0.06%
+142
42
$89K 0.06%
+5,544
43
$84K 0.05%
+1,335
44
$84K 0.05%
+140
45
$68K 0.04%
+532
46
$61K 0.04%
+1,197
47
$60K 0.04%
+984
48
$58K 0.04%
+492
49
$58K 0.04%
+6,963
50
$51K 0.03%
+300
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