MFC
Mechanics Financial Corp Portfolio holdings
AUM
$235M
This Quarter Return
-0.5%
1 Year Return
+11.15%
3 Year Return
+50.76%
5 Year Return
–
10 Year Return
–
AUM
$182M
AUM Growth
+$182M
(-1.2%)
Cap. Flow
+$168K
Cap. Flow
% of AUM
0.09%
Top 10 Holdings %
Top 10 Hldgs %
53.96%
Holding
219
New
1
Increased
23
Reduced
40
Closed
2
Top Buys
| 1 |
Vanguard Short-Term Treasury ETF
VGSH
|
$378K |
| 2 |
Public Storage
PSA
|
$334K |
| 3 |
Deere & Co
DE
|
$308K |
| 4 |
NextEra Energy, Inc.
NEE
|
$141K |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$115K |
Top Sells
| 1 |
Masco
MAS
|
$425K |
| 2 |
Hasbro
HAS
|
$268K |
| 3 |
Gorman-Rupp
GRC
|
$141K |
| 4 |
Apple
AAPL
|
$99.3K |
| 5 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
$87K |
Sector Composition
| 1 | Industrials | 25.39% |
| 2 | Technology | 14.54% |
| 3 | Healthcare | 8.32% |
| 4 | Financials | 5.92% |
| 5 | Consumer Discretionary | 4.49% |
