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
451
$376K 0.04%
1,579
-17
452
$372K 0.04%
32,500
+4,400
453
$371K 0.04%
96,000
+27,400
454
$370K 0.04%
6,673
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455
$370K 0.04%
7,264
-9,147
456
$369K 0.04%
6,505
+14
457
$369K 0.04%
7,042
-774
458
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3,620
-662
459
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3,198
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460
$367K 0.04%
4,314
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461
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7,868
+1,132
462
$366K 0.04%
2,233
-125
463
$364K 0.04%
4,429
+13
464
$363K 0.04%
3,378
-21,656
465
$363K 0.04%
3,519
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466
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28,300
+5,400
467
$362K 0.04%
5,792
-1,336
468
$362K 0.04%
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-40
469
$359K 0.04%
5,312
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470
$357K 0.04%
7,022
+2,365
471
$357K 0.04%
45,074
+14,029
472
$354K 0.04%
11,250
-1,175
473
$349K 0.04%
11,972
-327
474
$348K 0.04%
2,448
+641
475
$347K 0.04%
2,095
+97
17 18
19
20 21