MAFM

Mid Atlantic Financial Management Portfolio holdings

AUM $1.49B
1-Year Est. Return 24.08%
This Quarter Est. Return
1 Year Est. Return
+24.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$806M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
688
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.78%
2 Healthcare 5.17%
3 Financials 5.11%
4 Consumer Discretionary 3.55%
5 Consumer Staples 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$666K 0.08%
+69,890
252
$664K 0.08%
+78,500
253
$663K 0.08%
+13,884
254
$655K 0.08%
+49,332
255
$654K 0.08%
+7,325
256
$652K 0.08%
+15,287
257
$651K 0.08%
+8,690
258
$651K 0.08%
+4,246
259
$650K 0.08%
+22,593
260
$648K 0.08%
+12,514
261
$648K 0.08%
+9,808
262
$647K 0.08%
+63,775
263
$647K 0.08%
+117,615
264
$646K 0.08%
+14,544
265
$642K 0.08%
+5,495
266
$642K 0.08%
+14,626
267
$637K 0.08%
+6,102
268
$637K 0.08%
+8,289
269
$635K 0.08%
+10,760
270
$633K 0.08%
+9,418
271
$632K 0.08%
+6,684
272
$630K 0.08%
+9,848
273
$627K 0.08%
+14,564
274
$626K 0.08%
+67,823
275
$619K 0.08%
+68,600