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
401
$444K 0.05%
4,282
-713
402
$444K 0.05%
7,164
+260
403
$444K 0.05%
3,885
-134
404
$443K 0.05%
11,155
+2,605
405
$443K 0.05%
4,354
+639
406
$442K 0.05%
3,153
+4
407
$441K 0.05%
1,645
-190
408
$439K 0.05%
+8,379
409
$438K 0.05%
7,550
+424
410
$434K 0.05%
2,916
+420
411
$432K 0.05%
21,700
-12,100
412
$431K 0.04%
4,973
+891
413
$426K 0.04%
33,714
-4,998
414
$426K 0.04%
10,301
415
$424K 0.04%
27,015
+4,309
416
$422K 0.04%
5,440
-1,588
417
$421K 0.04%
16,800
-3,400
418
$421K 0.04%
9,114
+1,291
419
$417K 0.04%
9,453
-388
420
$413K 0.04%
+4,551
421
$413K 0.04%
50,514
+28,648
422
$412K 0.04%
1,275
423
$412K 0.04%
6,737
+1,417
424
$412K 0.04%
3,473
-49
425
$410K 0.04%
5,155
+20
15 16
17
18 19