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
451
$407K 0.04%
15,670
+1,621
452
$405K 0.04%
8,042
-1,011
453
$403K 0.04%
26,519
+7,805
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$403K 0.04%
32,000
-1,900
455
$401K 0.04%
3,218
-100
456
$398K 0.04%
21,262
+5,119
457
$396K 0.04%
5,863
-224
458
$391K 0.04%
2,402
+85
459
$391K 0.04%
31,700
-2,900
460
$390K 0.04%
30,593
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461
$390K 0.04%
4,580
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462
$389K 0.04%
13,302
-779
463
$388K 0.04%
1,968
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464
$387K 0.04%
12,230
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465
$387K 0.04%
13,348
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466
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6,436
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467
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48,416
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468
$383K 0.04%
5,288
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$382K 0.04%
4,063
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470
$380K 0.04%
6,655
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471
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25,369
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472
$377K 0.04%
25,550
-2,050
473
$377K 0.04%
4,938
-204
474
$375K 0.04%
4,888
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475
$373K 0.03%
7,331
-221