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
176
$3K ﹤0.01%
+84
177
$3K ﹤0.01%
+65
178
$3K ﹤0.01%
+22
179
$3K ﹤0.01%
+225
180
$3K ﹤0.01%
+10
181
$3K ﹤0.01%
+123
182
$3K ﹤0.01%
+43
183
$3K ﹤0.01%
+68
184
$3K ﹤0.01%
+87
185
$3K ﹤0.01%
+213
186
$2K ﹤0.01%
+18
187
$2K ﹤0.01%
+55
188
$2K ﹤0.01%
+162
189
$2K ﹤0.01%
+127
190
$2K ﹤0.01%
+37
191
$2K ﹤0.01%
+103
192
$2K ﹤0.01%
+10
193
$2K ﹤0.01%
+101
194
$2K ﹤0.01%
+40
195
$2K ﹤0.01%
+10
196
$2K ﹤0.01%
+12
197
$2K ﹤0.01%
+64
198
$2K ﹤0.01%
+21
199
$2K ﹤0.01%
+22
200
$2K ﹤0.01%
+140
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