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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
$30.7M
AUM Growth
+$6.42M
Cap. Flow
+$4.96M
Cap. Flow %
16.18%
Top 10 Hldgs %
55.88%
Holding
34
New
4
Increased
6
Reduced
3
Closed
3

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 2019 Portfolio in Review

As of Q1 2019, Mohican Financial Management held 34 positions worth $30.7M, up 26% from $24.2M the previous quarter. Its ten largest holdings account for 56% of the portfolio.

Mohican Financial Management deployed $4.96M of net new capital in Q1 2019, opening 4 new positions and adding to 6 existing holdings.

  • Mohican Financial Management's ten largest holdings make up 56% of its $30.7M portfolio in Q1 2019.
  • Mohican Financial Management opened 4 new positions and closed 3 in Q1 2019.
  • Mohican Financial Management's portfolio value rose 26% quarter-over-quarter to $30.7M.

Based on Mohican Financial Management's 13F filing for Q1 2019, filed 23 Apr 2019.