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
$1.14B
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
809
New
Increased
Reduced
Closed

Top Buys

1
+$23.7M
2
+$10.8M
3
+$9.71M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$7.43M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$6.11M

Top Sells

1
+$17.1M
2
+$10.5M
3
+$9.98M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$7.45M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$4.67M

Sector Composition

1 Technology 8.02%
2 Consumer Discretionary 4.7%
3 Healthcare 4.31%
4 Financials 3.75%
5 Consumer Staples 3.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$477K 0.04%
11,405
-265
377
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4,299
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381
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27,350
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382
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68,200
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383
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385
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387
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389
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9,370
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390
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9,364
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-5,062
396
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25,220
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397
$431K 0.04%
104,104
+11,200
398
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8,253
-2,043
399
$429K 0.04%
31,698
+698
400
$429K 0.04%
10,787
-2,422
14 15
16
17 18