M1FG

Mach-1 Financial Group Portfolio holdings

AUM $626M
1-Year Est. Return 25.26%
This Quarter Est. Return
1 Year Est. Return
+25.26%
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
State Street 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
151
$5K ﹤0.01%
+27
152
$5K ﹤0.01%
+8
153
$5K ﹤0.01%
+263
154
$5K ﹤0.01%
+91
155
$5K ﹤0.01%
+25
156
$5K ﹤0.01%
+363
157
$5K ﹤0.01%
+67
158
$5K ﹤0.01%
+54
159
$5K ﹤0.01%
+124
160
$5K ﹤0.01%
+10
161
$5K ﹤0.01%
+30
162
$4K ﹤0.01%
+202
163
$4K ﹤0.01%
+104
164
$4K ﹤0.01%
+131
165
$4K ﹤0.01%
+10
166
$4K ﹤0.01%
+84
167
$4K ﹤0.01%
+47
168
$4K ﹤0.01%
+58
169
$4K ﹤0.01%
+272
170
$4K ﹤0.01%
+12
171
$3K ﹤0.01%
+26
172
$3K ﹤0.01%
+388
173
$3K ﹤0.01%
+73
174
$3K ﹤0.01%
+102
175
$3K ﹤0.01%
+64
5 6
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