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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
$64.1M
AUM Growth
-$896K
Cap. Flow
-$3.5M
Cap. Flow %
-5.45%
Top 10 Hldgs %
44.43%
Holding
49
New
3
Increased
12
Reduced
6
Closed
9

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 2019 Portfolio in Review

As of Q4 2019, Mohican Financial Management held 49 positions worth $64.1M, down 1.4% from $65M the previous quarter. Its ten largest holdings account for 44% of the portfolio.

Mohican Financial Management withdrew a net $3.5M in Q4 2019, closing 9 positions and reducing 6 holdings.

  • Mohican Financial Management's ten largest holdings make up 44% of its $64.1M portfolio in Q4 2019.
  • Mohican Financial Management opened 3 new positions and closed 9 in Q4 2019.
  • Mohican Financial Management's portfolio value fell 1.4% quarter-over-quarter to $64.1M.

Based on Mohican Financial Management's 13F filing for Q4 2019, filed 28 Jan 2020.