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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
$154M
AUM Growth
+$55.6M
Cap. Flow
+$52.1M
Cap. Flow %
33.83%
Top 10 Hldgs %
35.33%
Holding
57
New
11
Increased
19
Reduced
4
Closed
6

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 2021 Portfolio in Review

As of Q1 2021, Mohican Financial Management held 57 positions worth $154M, up 56% from $98.4M the previous quarter. Its ten largest holdings account for 35% of the portfolio.

Mohican Financial Management deployed $52.1M of net new capital in Q1 2021, opening 11 new positions and adding to 19 existing holdings.

  • Mohican Financial Management's ten largest holdings make up 35% of its $154M portfolio in Q1 2021.
  • Mohican Financial Management opened 11 new positions and closed 6 in Q1 2021.
  • Mohican Financial Management's portfolio value rose 56% quarter-over-quarter to $154M.

Based on Mohican Financial Management's 13F filing for Q1 2021, filed 29 Apr 2021.