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
376
$491K 0.05%
4,248
-692
377
$484K 0.05%
11,737
-456
378
$481K 0.05%
15,510
-1,330
379
$481K 0.05%
5,356
+2,309
380
$477K 0.05%
43,250
+9,500
381
$476K 0.05%
17,613
+1,928
382
$475K 0.05%
2,031
+53
383
$473K 0.05%
11,226
+190
384
$471K 0.05%
32,602
+2,700
385
$471K 0.05%
4,152
-337
386
$470K 0.05%
39,910
-1,182
387
$469K 0.05%
6,331
-2,112
388
$469K 0.05%
9,820
+515
389
$468K 0.05%
3,636
-500
390
$467K 0.05%
22,800
+3,500
391
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12,145
-1,000
392
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37,200
-3,300
393
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4,196
+793
394
$456K 0.05%
8,381
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395
$456K 0.05%
5,595
-47
396
$455K 0.05%
28,680
+10,748
397
$453K 0.05%
22,503
+6,695
398
$450K 0.05%
36,200
+1,600
399
$447K 0.05%
7,010
-4,556
400
$446K 0.05%
9,087
+1,211
14 15
16
17 18