MFC

Mechanics Financial Corp Portfolio holdings

AUM $239M
1-Year Est. Return 25.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$264M
AUM Growth
+$28.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
242
New
Increased
Reduced
Closed

Top Buys

1
+$808K
2
+$785K
3
+$720K
4
TMUS icon
T-Mobile US
TMUS
+$524K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$497K

Top Sells

1
+$748K
2
+$709K
3
+$553K
4
ACN icon
Accenture
ACN
+$428K
5
SPHY icon
State Street SPDR Portfolio High Yield Bond ETF
SPHY
+$250K

Sector Composition

1 Industrials 23.73%
2 Technology 16.99%
3 Financials 7.69%
4 Healthcare 5.58%
5 Consumer Discretionary 4.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$50.4K 0.02%
1,000
177
$50.1K 0.02%
112
178
$47.2K 0.02%
200
179
$46.3K 0.02%
1,000
180
$46K 0.02%
605
181
$44.7K 0.02%
275
182
$42.2K 0.02%
1,700
183
$41.3K 0.02%
764
184
$40.6K 0.02%
2,000
185
$38.7K 0.01%
80
186
$37.4K 0.01%
25
187
$36.9K 0.01%
440
188
$36.5K 0.01%
518
189
$35K 0.01%
290
190
$34.2K 0.01%
357
191
$33.1K 0.01%
493
192
$33K 0.01%
500
193
$31.7K 0.01%
317
-50
194
$31.5K 0.01%
375
195
$31.3K 0.01%
187
196
$29.7K 0.01%
525
197
$29.5K 0.01%
179
198
$29.4K 0.01%
750
199
$27.5K 0.01%
197
200
$27.2K 0.01%
1,100
6 7
8
9 10