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
26
$5.63M 0.59%
222,399
+31,852
27
$5.25M 0.55%
60,041
-3,817
28
$5.2M 0.54%
126,564
-1,868
29
$5.05M 0.53%
36,171
+2,165
30
$5.05M 0.53%
92,241
+839
31
$5.05M 0.53%
86,084
+4,595
32
$5.04M 0.53%
45,118
+645
33
$5.02M 0.52%
120,427
+157
34
$4.99M 0.52%
45,009
+744
35
$4.98M 0.52%
128,190
+9,140
36
$4.92M 0.51%
42,749
+7
37
$4.89M 0.51%
79,630
-156,232
38
$4.85M 0.51%
84,951
+3,131
39
$4.72M 0.49%
82,700
+6,661
40
$4.67M 0.49%
81,505
-102,329
41
$4.63M 0.48%
12,719
-183
42
$4.6M 0.48%
118,816
+94,948
43
$4.47M 0.47%
40,432
-2,878
44
$4.46M 0.46%
40,639
+989
45
$4.33M 0.45%
56,560
-3,100
46
$4.22M 0.44%
125,177
+11,966
47
$4.2M 0.44%
+298,436
48
$4.2M 0.44%
87,394
+28,867
49
$4.05M 0.42%
50,632
-686
50
$4.01M 0.42%
18,807
+2,570
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