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
$1.3B
AUM Growth
+$159M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
822
New
Increased
Reduced
Closed

Top Buys

1
+$20.9M
2
+$12.5M
3
+$11.7M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$11.5M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$10.7M

Top Sells

1
+$14.6M
2
+$14.4M
3
+$13.7M
4
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$12.6M
5
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
+$12.3M

Sector Composition

1 Technology 8.83%
2 Consumer Discretionary 5.24%
3 Healthcare 4.37%
4 Financials 3.73%
5 Consumer Staples 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$583K 0.04%
8,530
+139
352
$580K 0.04%
66,800
+400
353
$576K 0.04%
9,353
-1,557
354
$574K 0.04%
48,766
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355
$569K 0.04%
5,447
-1,204
356
$562K 0.04%
2,403
357
$561K 0.04%
10,538
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358
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10,829
+873
359
$559K 0.04%
2,099
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360
$554K 0.04%
28,200
+370
361
$549K 0.04%
3,157
+230
362
$548K 0.04%
4,565
+106
363
$546K 0.04%
4,264
+1,206
364
$542K 0.04%
6,506
+258
365
$541K 0.04%
+6,750
366
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12,088
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367
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27,250
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368
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34,428
-300
369
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11,389
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370
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6,090
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371
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9,897
-312
372
$529K 0.04%
4,468
-102
373
$527K 0.04%
2,496
-45
374
$527K 0.04%
7,302
-21,906
375
$526K 0.04%
+1,926
13 14
15
16 17