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
351
$532K 0.06%
20,866
+104
352
$530K 0.06%
3,254
+292
353
$528K 0.06%
6,804
-2,203
354
$524K 0.05%
2,607
-57
355
$522K 0.05%
9,236
-1,856
356
$522K 0.05%
8,367
+2,057
357
$520K 0.05%
4,945
+338
358
$513K 0.05%
36,401
+9,937
359
$512K 0.05%
3,560
+288
360
$509K 0.05%
29,584
+10,330
361
$507K 0.05%
10,240
+276
362
$505K 0.05%
1,329
+652
363
$505K 0.05%
31,131
+13,819
364
$504K 0.05%
12,581
+1,403
365
$503K 0.05%
7,305
+523
366
$500K 0.05%
31,402
+8,222
367
$500K 0.05%
9,449
+1,434
368
$497K 0.05%
5,982
-306
369
$497K 0.05%
12,252
-692
370
$496K 0.05%
33,100
-1,300
371
$495K 0.05%
29,400
+9,700
372
$495K 0.05%
2,848
+1,048
373
$493K 0.05%
8,989
-1,915
374
$493K 0.05%
32,209
-14,896
375
$491K 0.05%
35,100
+200
13 14
15
16 17