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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
$24.2M
AUM Growth
-$4.49M
Cap. Flow
-$1.24M
Cap. Flow %
-5.11%
Top 10 Hldgs %
56.74%
Holding
34
New
1
Increased
10
Reduced
4
Closed
4

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 2018 Portfolio in Review

As of Q4 2018, Mohican Financial Management held 34 positions worth $24.2M, down 16% from $28.7M the previous quarter. Its ten largest holdings account for 57% of the portfolio.

Mohican Financial Management withdrew a net $1.24M in Q4 2018, closing 4 positions and reducing 4 holdings.

  • Mohican Financial Management's ten largest holdings make up 57% of its $24.2M portfolio in Q4 2018.
  • Mohican Financial Management opened 1 new position and closed 4 in Q4 2018.
  • Mohican Financial Management's portfolio value fell 16% quarter-over-quarter to $24.2M.

Based on Mohican Financial Management's 13F filing for Q4 2018, filed 29 Jan 2019.