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
$961M
AUM Growth
+$43.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
781
New
Increased
Reduced
Closed

Top Buys

1
+$8.37M
2
+$7.72M
3
+$7.43M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$5.13M
5
BAR icon
GraniteShares Gold Shares
BAR
+$4.2M

Top Sells

1
+$11.9M
2
+$9.59M
3
+$7.26M
4
DEUS icon
Xtrackers Russell US Multifactor ETF
DEUS
+$6.74M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$5.86M

Sector Composition

1 Financials 7.04%
2 Technology 6.45%
3 Healthcare 4.6%
4 Industrials 3.86%
5 Consumer Discretionary 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$748K 0.08%
59,100
+2,700
277
$748K 0.08%
6,277
+81
278
$740K 0.08%
5,998
-438
279
$739K 0.08%
9,554
+936
280
$738K 0.08%
8,387
-292
281
$724K 0.08%
23,844
+13,655
282
$720K 0.07%
3,731
+117
283
$718K 0.07%
6,543
-809
284
$717K 0.07%
13,992
+50
285
$716K 0.07%
34,355
+4,100
286
$712K 0.07%
13,977
+4,565
287
$708K 0.07%
8,085
+2,412
288
$698K 0.07%
16,267
-593
289
$682K 0.07%
8,552
-658
290
$682K 0.07%
25,372
-1,055
291
$680K 0.07%
45,675
+24,825
292
$680K 0.07%
7,342
-953
293
$678K 0.07%
53,160
+5,976
294
$675K 0.07%
4,475
-580
295
$674K 0.07%
37,949
+9,779
296
$673K 0.07%
19,697
-350
297
$670K 0.07%
+13,593
298
$658K 0.07%
28,907
-5,396
299
$655K 0.07%
21,894
+3,138
300
$654K 0.07%
63,000
+9,100
10 11
12
13 14