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
$1.07B
AUM Growth
+$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
770
New
Increased
Reduced
Closed

Sector Composition

1 Technology 6.63%
2 Financials 5.55%
3 Healthcare 4.31%
4 Consumer Discretionary 3.22%
5 Consumer Staples 3.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$636K 0.06%
10,551
+936
327
$633K 0.06%
10,736
-1,386
328
$621K 0.06%
3,983
+1,054
329
$620K 0.06%
13,367
-110
330
$619K 0.06%
29,225
+6,641
331
$619K 0.06%
24,575
-11,071
332
$617K 0.06%
29,900
-5,800
333
$612K 0.06%
10,877
+275
334
$609K 0.06%
13,181
+2,407
335
$605K 0.06%
36,928
-22,700
336
$603K 0.06%
30,470
+570
337
$599K 0.06%
3,123
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338
$598K 0.06%
20,340
-9,482
339
$597K 0.06%
9,486
+3,644
340
$595K 0.06%
97,200
-23,100
341
$594K 0.06%
3,306
-645
342
$594K 0.06%
11,695
-900
343
$592K 0.06%
6,730
-2,284
344
$592K 0.06%
35,075
+5,275
345
$590K 0.06%
27,879
-1,260
346
$586K 0.05%
4,374
+593
347
$582K 0.05%
+11,091
348
$581K 0.05%
20,076
-400
349
$577K 0.05%
20,772
-5,994
350
$576K 0.05%
41,800
+9,700