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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
$69.7M
AUM Growth
+$5.53M
Cap. Flow
+$14.5M
Cap. Flow %
20.77%
Top 10 Hldgs %
42.52%
Holding
50
New
10
Increased
10
Reduced
4
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 2020 Portfolio in Review

As of Q1 2020, Mohican Financial Management held 50 positions worth $69.7M, up 8.6% from $64.1M the previous quarter. Its ten largest holdings account for 43% of the portfolio.

Mohican Financial Management deployed $14.5M of net new capital in Q1 2020, opening 10 new positions and adding to 10 existing holdings.

  • Mohican Financial Management's ten largest holdings make up 43% of its $69.7M portfolio in Q1 2020.
  • Mohican Financial Management opened 10 new positions and closed 3 in Q1 2020.
  • Mohican Financial Management's portfolio value rose 8.6% quarter-over-quarter to $69.7M.

Based on Mohican Financial Management's 13F filing for Q1 2020, filed 29 Apr 2020.