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
426
$405K 0.04%
17,592
-17,365
427
$403K 0.04%
48,170
+1,560
428
$403K 0.04%
27,542
-6,677
429
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430
$399K 0.04%
48,800
+11,500
431
$399K 0.04%
7,593
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432
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-1,298
433
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4,906
-4,177
434
$393K 0.04%
9,087
435
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1,909
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436
$391K 0.04%
5,728
437
$388K 0.04%
12,519
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438
$388K 0.04%
2,684
-410
439
$387K 0.04%
19,950
+244
440
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441
$387K 0.04%
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37,800
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443
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4,042
444
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445
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446
$383K 0.04%
14,100
-525
447
$379K 0.04%
14,824
-8,125
448
$378K 0.04%
9,501
+122
449
$378K 0.04%
+26,395
450
$377K 0.04%
30,293
16 17
18
19 20