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
351
$576K 0.05%
2,842
+835
352
$576K 0.05%
10,222
+526
353
$575K 0.05%
22,031
354
$573K 0.05%
35,319
+21,859
355
$561K 0.05%
73,175
+28,600
356
$553K 0.05%
5,805
+357
357
$551K 0.05%
12,213
+729
358
$550K 0.05%
30,350
-955
359
$546K 0.05%
4,987
+518
360
$544K 0.05%
5,810
+42
361
$543K 0.05%
1,080
-164
362
$539K 0.05%
+6,654
363
$536K 0.05%
10,123
-46
364
$534K 0.05%
2,985
-2,303
365
$533K 0.05%
47,620
-36,405
366
$529K 0.05%
35,000
+11,500
367
$528K 0.05%
4,753
+242
368
$526K 0.05%
1,619
+544
369
$524K 0.05%
8,328
-1,714
370
$524K 0.05%
34,600
+5,300
371
$522K 0.05%
5,511
-36
372
$520K 0.05%
10,204
+3,954
373
$520K 0.05%
5,672
-2,046
374
$518K 0.05%
64,374
+22,231
375
$518K 0.05%
21,139
-1,522