MFC

Mechanics Financial Corp Portfolio holdings

AUM $271M
1-Year Est. Return 20.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$195M
AUM Growth
+$2.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$852K
3
+$702K
4
UBER icon
Uber
UBER
+$677K
5
PANW icon
Palo Alto Networks
PANW
+$645K

Top Sells

1
+$1.63M
2
+$824K
3
+$707K
4
HYS icon
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
+$622K
5
CVS icon
CVS Health
CVS
+$296K

Sector Composition

1 Technology 18.37%
2 Industrials 16.56%
3 Healthcare 7.84%
4 Financials 6.84%
5 Consumer Discretionary 5.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
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227
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228
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-100
229
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-300
230
– –
-159
231
– –
-2,000
232
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6 7 8 9
10