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
$110M
AUM Growth
+$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$51.8M
2
+$27.5M
3
+$8.18M
4
WMT icon
Walmart
WMT
+$1.55M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$469K

Top Sells

1
+$16.1M
2
+$14.2M
3
+$4.32M
4
AMAT icon
Applied Materials
AMAT
+$1.98M
5
LOW icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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2
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-43,050
6 7 8
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