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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
$65.6M
AUM Growth
-$14.7M
Cap. Flow
-$14.6M
Cap. Flow %
-22.33%
Top 10 Hldgs %
53.08%
Holding
36
New
4
Increased
2
Reduced
11
Closed
7

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 Q1 2017 Portfolio in Review

As of Q1 2017, Mohican Financial Management held 36 positions worth $65.6M, down 18% from $80.2M the previous quarter. Its ten largest holdings account for 53% of the portfolio.

Mohican Financial Management withdrew a net $14.6M in Q1 2017, closing 7 positions and reducing 11 holdings.

  • Mohican Financial Management's ten largest holdings make up 53% of its $65.6M portfolio in Q1 2017.
  • Mohican Financial Management opened 4 new positions and closed 7 in Q1 2017.
  • Mohican Financial Management's portfolio value fell 18% quarter-over-quarter to $65.6M.

Based on Mohican Financial Management's 13F filing for Q1 2017, filed 7 Apr 2017.