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MFM

Mohican Financial Management Portfolio holdings

AUM $256M
1-Year Est. Return 0%
This Fund
S&P 500
This Quarter Est. Return
0%
1 Year Est. Return
0%
3 Year Est. Return
+0%
5 Year Est. Return
-0.01%
10 Year Est. Return
–
AUM
$80.2M
AUM Growth
-$11.2M
Cap. Flow
-$14M
Cap. Flow %
-17.5%
Top 10 Hldgs %
47.97%
Holding
40
New
10
Increased
3
Reduced
14
Closed
8

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight

No holdings matched the selected filter criteria.

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Mohican Financial Management's Q4 2016 Portfolio in Review

As of Q4 2016, Mohican Financial Management held 40 positions worth $80.2M, down 12% from $91.4M the previous quarter. Its ten largest holdings account for 48% of the portfolio.

Mohican Financial Management withdrew a net $14M in Q4 2016, closing 8 positions and reducing 14 holdings.

  • Mohican Financial Management's ten largest holdings make up 48% of its $80.2M portfolio in Q4 2016.
  • Mohican Financial Management opened 10 new positions and closed 8 in Q4 2016.
  • Mohican Financial Management's portfolio value fell 12% quarter-over-quarter to $80.2M.

Based on Mohican Financial Management's 13F filing for Q4 2016, filed 10 Jan 2017.