We are live on ! Find out more
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
$23.8M
AUM Growth
-$1.48M
Cap. Flow
-$1.64M
Cap. Flow %
-6.88%
Top 10 Hldgs %
51.24%
Holding
40
New
11
Increased
2
Reduced
14
Closed
6

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight

No holdings matched the selected filter criteria.

Similar funds

SWMG
Strategic Wealth Management Group Fulton, Maryland $274M AUM 42.58% 1-Year Est. Return
OHSU
Oregon Health & Science University Portland, Oregon $227M AUM
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
NFP
Novak Financial Planning Bel Air, Maryland $204M AUM
VSWA
Vontobel Swiss Wealth Advisors Zurich, Switzerland $195M AUM 43.77% 1-Year Est. Return
MCG
MACRO Consulting Group Parsippany, New Jersey $194M AUM 33.1% 1-Year Est. Return
SFSIG
San Francisco Sentry Investment Group San Francisco, California $192M AUM 276.26% 1-Year Est. Return
GSBTD
Glenview State Bank Trust Department Glenview, Illinois $327M AUM 40.27% 1-Year Est. Return

Mohican Financial Management's Q1 2018 Portfolio in Review

As of Q1 2018, Mohican Financial Management held 40 positions worth $23.8M, down 5.9% from $25.3M the previous quarter. Its ten largest holdings account for 51% of the portfolio.

Mohican Financial Management withdrew a net $1.64M in Q1 2018, closing 6 positions and reducing 14 holdings.

  • Mohican Financial Management's ten largest holdings make up 51% of its $23.8M portfolio in Q1 2018.
  • Mohican Financial Management opened 11 new positions and closed 6 in Q1 2018.
  • Mohican Financial Management's portfolio value fell 5.9% quarter-over-quarter to $23.8M.

Based on Mohican Financial Management's 13F filing for Q1 2018, filed 26 Apr 2018.