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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
$79.7M
AUM Growth
+$24.4M
Cap. Flow
+$20.8M
Cap. Flow %
26.05%
Top 10 Hldgs %
37.93%
Holding
54
New
14
Increased
12
Reduced
2
Closed
7

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 2020 Portfolio in Review

As of Q3 2020, Mohican Financial Management held 54 positions worth $79.7M, up 44% from $55.4M the previous quarter. Its ten largest holdings account for 38% of the portfolio.

Mohican Financial Management deployed $20.8M of net new capital in Q3 2020, opening 14 new positions and adding to 12 existing holdings.

  • Mohican Financial Management's ten largest holdings make up 38% of its $79.7M portfolio in Q3 2020.
  • Mohican Financial Management opened 14 new positions and closed 7 in Q3 2020.
  • Mohican Financial Management's portfolio value rose 44% quarter-over-quarter to $79.7M.

Based on Mohican Financial Management's 13F filing for Q3 2020, filed 20 Oct 2020.