MAFM
Mid Atlantic Financial Management Portfolio holdings
AUM
$1.49B
1-Year Return
24.08%
This Quarter Return
+3.12%
1 Year Return
+24.08%
3 Year Return
+45.59%
5 Year Return
–
10 Year Return
–
AUM
$961M
AUM Growth
+$43.7M
(+4.8%)
Cap. Flow
+$19.3M
Cap. Flow
% of AUM
2.01%
Top 10 Holdings %
Top 10 Hldgs %
22.62%
Holding
781
New
53
Increased
366
Reduced
268
Closed
38
Top Buys
| 1 |
iShares MSCI Global Min Vol Factor ETF
ACWV
|
$8.37M |
| 2 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
$7.72M |
| 3 |
Cadence Bank
CADE
|
$7.43M |
| 4 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$5.13M |
| 5 |
GraniteShares Gold Shares
BAR
|
$4.2M |
Top Sells
Sector Composition
| 1 | Financials | 7.04% |
| 2 | Technology | 6.45% |
| 3 | Healthcare | 4.6% |
| 4 | Industrials | 3.86% |
| 5 | Consumer Discretionary | 3.84% |
