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
476
$346K 0.04%
875
477
$346K 0.04%
29,600
-12,100
478
$344K 0.04%
2,152
+33
479
$343K 0.04%
14,475
-3,800
480
$343K 0.04%
7,268
+579
481
$342K 0.04%
18,495
-1,670
482
$341K 0.04%
3,318
483
$341K 0.04%
9,327
+2,623
484
$341K 0.04%
9,162
+175
485
$340K 0.04%
4,904
-1,939
486
$340K 0.04%
+27,300
487
$339K 0.04%
11,152
+46
488
$335K 0.03%
14,450
-4,900
489
$333K 0.03%
4,067
-893
490
$329K 0.03%
5,601
-369
491
$329K 0.03%
2,454
-214
492
$329K 0.03%
8,873
-36
493
$328K 0.03%
41,311
+13,195
494
$328K 0.03%
19,197
-2,774
495
$328K 0.03%
1,118
+56
496
$327K 0.03%
22,042
497
$326K 0.03%
40,200
+4,400
498
$325K 0.03%
4,592
499
$322K 0.03%
23,411
+7,216
500
$320K 0.03%
25,000
+700
18 19
20
21 22