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
76
$25K 0.02%
+493
77
$24K 0.02%
+445
78
$24K 0.02%
+468
79
$24K 0.02%
+90
80
$22K 0.01%
+389
81
$21K 0.01%
+146
82
$21K 0.01%
+320
83
$20K 0.01%
+126
84
$20K 0.01%
+3,409
85
$20K 0.01%
+3,000
86
$20K 0.01%
+137
87
$19K 0.01%
+1,390
88
$19K 0.01%
+725
89
$19K 0.01%
+847
90
$18K 0.01%
+115
91
$17K 0.01%
+99
92
$16K 0.01%
+408
93
$16K 0.01%
+1,000
94
$15K 0.01%
+240
95
$15K 0.01%
+255
96
$15K 0.01%
+33
97
$15K 0.01%
+58
98
$15K 0.01%
+365
99
$15K 0.01%
+59
100
$14K 0.01%
+242
2 3
4
5 6