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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
$28.7M
AUM Growth
+$1.54M
Cap. Flow
+$146K
Cap. Flow %
0.51%
Top 10 Hldgs %
53.68%
Holding
38
New
9
Increased
2
Reduced
5
Closed
5

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 Q3 2018 Portfolio in Review

As of Q3 2018, Mohican Financial Management held 38 positions worth $28.7M, up 5.7% from $27.2M the previous quarter. Its ten largest holdings account for 54% of the portfolio.

Mohican Financial Management's Q3 2018 filing shows 9 new, 2 increased, 5 reduced and 5 closed positions.

  • Mohican Financial Management's ten largest holdings make up 54% of its $28.7M portfolio in Q3 2018.
  • Mohican Financial Management opened 9 new positions and closed 5 in Q3 2018.
  • Mohican Financial Management's portfolio value rose 5.7% quarter-over-quarter to $28.7M.

Based on Mohican Financial Management's 13F filing for Q3 2018, filed 16 Oct 2018.