MC

Machina Capital Portfolio holdings

AUM $524M
1-Year Est. Return 8.97%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+8.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$151M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$2.91M
2
+$2.63M
3
+$2.43M
4
EVRG icon
Evergy
EVRG
+$2.38M
5
C icon
Citigroup
C
+$2.36M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 16.41%
2 Financials 14.06%
3 Healthcare 13.52%
4 Consumer Discretionary 11.68%
5 Technology 9.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$24K 0.02%
+184
252
$22K 0.01%
+523
253
$22K 0.01%
+937
254
$17K 0.01%
+242
255
$17K 0.01%
+164
256
$15K 0.01%
+291
257
$15K 0.01%
+488
258
$13K 0.01%
+119
259
$9K 0.01%
+38
260
$5K ﹤0.01%
+31
261
$4K ﹤0.01%
+218
262
$2K ﹤0.01%
+158
7 8 9 10
11