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
51
$51K 0.03%
+609
52
$49K 0.03%
+980
53
$47K 0.03%
+291
54
$46K 0.03%
+272
55
$45K 0.03%
+203
56
$45K 0.03%
+211
57
$44K 0.03%
+275
58
$43K 0.03%
+766
59
$39K 0.02%
+945
60
$39K 0.02%
+1,275
61
$39K 0.02%
+711
62
$38K 0.02%
+601
63
$38K 0.02%
+1,080
64
$38K 0.02%
+1,145
65
$36K 0.02%
+500
66
$35K 0.02%
+335
67
$34K 0.02%
+465
68
$34K 0.02%
+215
69
$33K 0.02%
+100
70
$30K 0.02%
+345
71
$28K 0.02%
+288
72
$27K 0.02%
+6,160
73
$26K 0.02%
+1,000
74
$25K 0.02%
+336
75
$25K 0.02%
+100
1 2
3
4 5