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
$1.37B
AUM Growth
+$64.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
909
New
Increased
Reduced
Closed

Top Sells

1 +$14.5M
2 +$4.78M
3 +$4.34M
4
FCOR icon
Fidelity Corporate Bond ETF
FCOR
+$3.58M
5
SPSM icon
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$3.16M

Sector Composition

1 Technology 8.18%
2 Consumer Discretionary 4.99%
3 Healthcare 4.36%
4 Financials 4.21%
5 Industrials 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$749K 0.05%
15,115
+10,015
327
$747K 0.05%
37,069
+4,166
328
$745K 0.05%
5,808
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329
$737K 0.05%
12,231
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330
$736K 0.05%
8,348
-1,719
331
$733K 0.05%
7,596
+170
332
$732K 0.05%
33,238
+30
333
$730K 0.05%
+31,336
334
$723K 0.05%
9,357
-131
335
$718K 0.05%
34,738
+7,488
336
$718K 0.05%
19,953
+1,358
337
$717K 0.05%
11,541
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338
$714K 0.05%
62,800
-16,600
339
$711K 0.05%
9,026
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340
$704K 0.05%
13,955
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341
$702K 0.05%
53,136
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342
$701K 0.05%
+28,840
343
$697K 0.05%
14,433
-665
344
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46,698
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345
$697K 0.05%
5,322
-125
346
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40,254
-1,421
347
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44,828
+10,400
348
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73,066
+11,300
349
$693K 0.05%
11,918
-3,194
350
$691K 0.05%
17,909
+10,809