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
$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%