M1FG
Mach-1 Financial Group Portfolio holdings
AUM
$342M
1-Year Return
25.76%
This Quarter Return
-2.12%
1 Year Return
+25.76%
3 Year Return
+95.05%
5 Year Return
–
10 Year Return
–
AUM
$110M
AUM Growth
+$18.9M
(+21%)
Cap. Flow
+$19.2M
Cap. Flow
% of AUM
17.43%
Top 10 Holdings %
Top 10 Hldgs %
94.54%
Holding
247
New
77
Increased
21
Reduced
66
Closed
35
Top Buys
| 1 |
SENT
AdvisorShares Alpha DNA Equity Sentiment ETF
SENT
|
$51.8M |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$27.5M |
| 3 |
SPDR Portfolio Short Term Treasury ETF
SPTS
|
$8.18M |
| 4 |
Walmart
WMT
|
$1.55M |
| 5 |
JPMorgan Ultra-Short Income ETF
JPST
|
$469K |
Top Sells
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$16.1M |
| 2 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$14.2M |
| 3 |
SPDR Blackstone Senior Loan ETF
SRLN
|
$4.32M |
| 4 |
Applied Materials
AMAT
|
$1.98M |
| 5 |
Lowe's Companies
LOW
|
$1.45M |
Sector Composition
| 1 | Consumer Staples | 4.64% |
| 2 | Financials | 1.4% |
| 3 | Technology | 0.88% |
| 4 | Consumer Discretionary | 0.75% |
| 5 | Utilities | 0.74% |
