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
$168M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$503K
2
+$467K
3
+$220K
4
BAC icon
Bank of America
BAC
+$192K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$163K

Top Sells

1
+$897K
2
+$184K
3
+$110K
4
T icon
AT&T
T
+$108K
5
MCD icon
McDonald's
MCD
+$69.9K

Sector Composition

1 Industrials 24%
2 Technology 12.6%
3 Healthcare 9.48%
4 Financials 6.28%
5 Consumer Discretionary 4.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$10K 0.01%
100
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$9K 0.01%
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$9K 0.01%
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$5K ﹤0.01%
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$5K ﹤0.01%
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1,000
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$4K ﹤0.01%
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$4K ﹤0.01%
70
+40
200
$3K ﹤0.01%
2
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