MFC

Mechanics Financial Corp Portfolio holdings

AUM $235M
1-Year Est. Return 11.15%
This Quarter Est. Return
1 Year Est. Return
+11.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$195M
AUM Growth
-$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1 +$300K
2 +$298K
3 +$139K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$123K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$108K

Top Sells

1 +$268K
2 +$179K
3 +$136K
4
AAPL icon
Apple
AAPL
+$103K
5
KO icon
Coca-Cola
KO
+$95K

Sector Composition

1 Industrials 25.76%
2 Technology 14.36%
3 Healthcare 7.85%
4 Financials 5.87%
5 Consumer Discretionary 4.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-311