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
$153M
AUM Growth
-$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$536K
2
+$141K
3
+$71.4K
4
PREF icon
Principal Spectrum Preferred Securities Active ETF
PREF
+$59.3K
5
TFC icon
Truist Financial
TFC
+$55.8K

Top Sells

1
+$964K
2
+$231K
3
+$138K
4
AAPL icon
Apple
AAPL
+$122K
5
BIIB icon
Biogen
BIIB
+$106K

Sector Composition

1 Industrials 23.7%
2 Technology 13.74%
3 Healthcare 8.84%
4 Financials 5.81%
5 Consumer Discretionary 4.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$4K ﹤0.01%
50
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203
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20
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30
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1,000
207
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100
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209
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2
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+30
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$1K ﹤0.01%
4
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$1K ﹤0.01%
27
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$1K ﹤0.01%
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$1K ﹤0.01%
5
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$1K ﹤0.01%
15
225
$1K ﹤0.01%
71
6 7 8
9
10