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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
$27.2M
AUM Growth
+$3.39M
Cap. Flow
+$1.75M
Cap. Flow %
6.44%
Top 10 Hldgs %
57.4%
Holding
37
New
3
Increased
11
Reduced
3
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 Q2 2018 Portfolio in Review

As of Q2 2018, Mohican Financial Management held 37 positions worth $27.2M, up 14% from $23.8M the previous quarter. Its ten largest holdings account for 57% of the portfolio.

Mohican Financial Management deployed $1.75M of net new capital in Q2 2018, opening 3 new positions and adding to 11 existing holdings.

  • Mohican Financial Management's ten largest holdings make up 57% of its $27.2M portfolio in Q2 2018.
  • Mohican Financial Management opened 3 new positions and closed 8 in Q2 2018.
  • Mohican Financial Management's portfolio value rose 14% quarter-over-quarter to $27.2M.

Based on Mohican Financial Management's 13F filing for Q2 2018, filed 23 Jul 2018.