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
$220M
AUM Growth
-$2.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1 +$1.87M
2 +$632K
3 +$584K
4
NVDA icon
NVIDIA
NVDA
+$532K
5
PNC icon
PNC Financial Services
PNC
+$437K

Top Sells

1 +$565K
2 +$298K
3 +$202K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$180K
5
DOW icon
Dow Inc
DOW
+$132K

Sector Composition

1 Industrials 22.25%
2 Technology 15.82%
3 Financials 7.75%
4 Healthcare 6.66%
5 Consumer Discretionary 4.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$24.8K 0.01%
197
202
$22.7K 0.01%
179
203
$22.6K 0.01%
115
204
$20.8K 0.01%
122
205
$20.3K 0.01%
462
206
$19.9K 0.01%
21
207
$17K 0.01%
64
208
$17K 0.01%
490
209
$16.9K 0.01%
86
210
$16.6K 0.01%
1,004
211
$16.4K 0.01%
+300
212
$16.3K 0.01%
20
213
$15.8K 0.01%
+523
214
$14.7K 0.01%
40
215
$14.7K 0.01%
35
216
$14.4K 0.01%
+100
217
$13.4K 0.01%
50
218
$13.4K 0.01%
+813
219
$13.3K 0.01%
305
220
$12.8K 0.01%
250
221
$12.1K 0.01%
150
222
$12K 0.01%
80
223
$11.6K 0.01%
+174
224
$11.2K 0.01%
85
225
$10.8K ﹤0.01%
230