MFC

Mechanics Financial Corp Portfolio holdings

AUM $264M
1-Year Est. Return 16.6%
This Quarter Est. Return
1 Year Est. Return
+16.6%
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
+$1.99M
2
+$865K
3
+$857K
4
PANW icon
Palo Alto Networks
PANW
+$731K
5
UBER icon
Uber
UBER
+$708K

Top Sells

1
+$1.62M
2
+$867K
3
+$718K
4
HYS icon
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
+$623K
5
CVS icon
CVS Health
CVS
+$279K

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
176
$23.8K 0.01%
+250
177
$23.6K 0.01%
115
178
$23.5K 0.01%
55
179
$22.8K 0.01%
179
180
$22.8K 0.01%
525
181
$22K 0.01%
249
-20
182
$22K 0.01%
86
+20
183
$19.6K 0.01%
112
184
$18.8K 0.01%
+122
185
$18.3K 0.01%
+1,004
186
$17.5K 0.01%
410
-200
187
$17.3K 0.01%
70
+20
188
$16.9K 0.01%
120
189
$16.3K 0.01%
255
+25
190
$15.7K 0.01%
35
191
$15.1K 0.01%
20
+10
192
$14.9K 0.01%
150
193
$13.6K 0.01%
55
194
$12.9K 0.01%
50
195
$12.4K 0.01%
115
196
$11.8K 0.01%
100
197
$11.6K 0.01%
40
198
$11.1K 0.01%
50
199
$11K 0.01%
64
200
$10.6K 0.01%
250
6 7
8
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