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
201
$3K ﹤0.01%
30
202
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10
203
$3K ﹤0.01%
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204
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125
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$2K ﹤0.01%
50
206
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50
207
$2K ﹤0.01%
20
208
$2K ﹤0.01%
250
209
$2K ﹤0.01%
54
210
$1K ﹤0.01%
300
211
$1K ﹤0.01%
66
-546
212
$1K ﹤0.01%
100
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5
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$1K ﹤0.01%
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$1K ﹤0.01%
71
217
$1K ﹤0.01%
38
218
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223
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-7,058
224
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225
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-4
6 7 8
9
10