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
$1.07B
AUM Growth
+$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
770
New
Increased
Reduced
Closed

Sector Composition

1 Technology 6.63%
2 Financials 5.55%
3 Healthcare 4.31%
4 Consumer Discretionary 3.22%
5 Consumer Staples 3.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$441K 0.04%
3,764
+218
427
$439K 0.04%
175,400
+56,600
428
$435K 0.04%
46,760
+937
429
$434K 0.04%
7,457
+2,108
430
$434K 0.04%
9,454
+342
431
$432K 0.04%
7,286
+274
432
$432K 0.04%
2,680
+3
433
$431K 0.04%
3,099
+60
434
$430K 0.04%
7,251
-4,162
435
$429K 0.04%
1,865
436
$428K 0.04%
11,939
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437
$426K 0.04%
3,219
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438
$422K 0.04%
83,232
+8,201
439
$419K 0.04%
12,877
-1,408
440
$418K 0.04%
5,636
441
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8,316
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442
$416K 0.04%
7,731
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443
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28,273
-7,652
444
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26,195
-8,835
445
$415K 0.04%
5,292
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446
$414K 0.04%
9,402
-415
447
$414K 0.04%
10,265
+445
448
$411K 0.04%
21,504
-2,840
449
$410K 0.04%
8,610
+110
450
$410K 0.04%
4,834
+270