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
426
$395K 0.03%
4,507
-490
427
$393K 0.03%
23,775
+1,600
428
$390K 0.03%
3,495
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429
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7,283
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430
$387K 0.03%
31,534
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431
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4,522
-408
432
$375K 0.03%
22,406
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433
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-100
434
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435
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436
$373K 0.03%
10,125
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437
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606
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438
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4,206
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439
$371K 0.03%
1,994
+426
440
$370K 0.03%
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441
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443
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444
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445
$365K 0.03%
9,996
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446
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47,100
-300
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$362K 0.03%
8,141
-1,167
448
$362K 0.03%
3,258
-94,615
449
$355K 0.03%
4,106
-106
450
$353K 0.03%
4,587
-285
16 17
18
19 20