MFC

Mechanics Financial Corp Portfolio holdings

AUM $271M
1-Year Est. Return 20.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$235M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$669K
3
+$522K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$494K
5
TMO icon
Thermo Fisher Scientific
TMO
+$461K

Top Sells

1
+$2.04M
2
+$594K
3
+$275K
4
MAR icon
Marriott International
MAR
+$257K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$236K

Sector Composition

1 Industrials 21.92%
2 Technology 16.91%
3 Financials 8.14%
4 Healthcare 5.63%
5 Consumer Discretionary 4.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$9.13K ﹤0.01%
225
227
$8.77K ﹤0.01%
20
228
$8.25K ﹤0.01%
60
229
$7.16K ﹤0.01%
98
230
$5.18K ﹤0.01%
126
231
$5.02K ﹤0.01%
240
232
$4.29K ﹤0.01%
50
233
$4.26K ﹤0.01%
50
234
$3.59K ﹤0.01%
100
235
$3.52K ﹤0.01%
50
236
$2.81K ﹤0.01%
100
237
$2.21K ﹤0.01%
54
238
$858 ﹤0.01%
250
239
$210 ﹤0.01%
5
240
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-2
241
– –
-1,450
242
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243
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244
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245
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246
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6 7 8 9
10