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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
$98.4M
AUM Growth
+$18.7M
Cap. Flow
+$8.67M
Cap. Flow %
8.81%
Top 10 Hldgs %
36.84%
Holding
53
New
6
Increased
8
Reduced
3
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 Q4 2020 Portfolio in Review

As of Q4 2020, Mohican Financial Management held 53 positions worth $98.4M, up 23% from $79.7M the previous quarter. Its ten largest holdings account for 37% of the portfolio.

Mohican Financial Management deployed $8.67M of net new capital in Q4 2020, opening 6 new positions and adding to 8 existing holdings.

  • Mohican Financial Management's ten largest holdings make up 37% of its $98.4M portfolio in Q4 2020.
  • Mohican Financial Management opened 6 new positions and closed 7 in Q4 2020.
  • Mohican Financial Management's portfolio value rose 23% quarter-over-quarter to $98.4M.

Based on Mohican Financial Management's 13F filing for Q4 2020, filed 14 Jan 2021.