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
126
$11K 0.01%
+235
127
$11K 0.01%
+84
128
$11K 0.01%
+1,055
129
$10K 0.01%
+292
130
$10K 0.01%
+185
131
$10K 0.01%
+41
132
$10K 0.01%
+16
133
$9K 0.01%
+150
134
$9K 0.01%
+396
135
$9K 0.01%
+116
136
$9K 0.01%
+33
137
$8K 0.01%
+400
138
$8K 0.01%
+137
139
$8K 0.01%
+165
140
$8K 0.01%
+69
141
$7K ﹤0.01%
+50
142
$7K ﹤0.01%
+38
143
$7K ﹤0.01%
+202
144
$7K ﹤0.01%
+219
145
$6K ﹤0.01%
+66
146
$6K ﹤0.01%
+58
147
$6K ﹤0.01%
+193
148
$6K ﹤0.01%
+140
149
$6K ﹤0.01%
+42
150
$5K ﹤0.01%
+10
4 5
6
7 8