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
$1.37B
AUM Growth
+$64.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
909
New
Increased
Reduced
Closed

Top Buys

1
+$4.32M
2
+$3.14M
3
+$3.02M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.74M
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$2.64M

Top Sells

1
+$14.5M
2
+$4.78M
3
+$4.34M
4
FCOR icon
Fidelity Corporate Bond ETF
FCOR
+$3.58M
5
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$3.16M

Sector Composition

1 Technology 8.16%
2 Consumer Discretionary 4.99%
3 Healthcare 4.36%
4 Financials 4.21%
5 Industrials 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$439K 0.03%
+9,653
477
$439K 0.03%
4,924
+80
478
$438K 0.03%
30,733
+552
479
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1,879
+1
480
$435K 0.03%
4,733
+1
481
$434K 0.03%
+17,050
482
$433K 0.03%
29,433
+2,886
483
$432K 0.03%
6,605
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484
$429K 0.03%
21,636
+420
485
$428K 0.03%
22,730
486
$425K 0.03%
42,979
+15,027
487
$424K 0.03%
+6,185
488
$421K 0.03%
113,300
+59,400
489
$419K 0.03%
34,800
+10,600
490
$419K 0.03%
863
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491
$418K 0.03%
4,017
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492
$417K 0.03%
9,883
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493
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4,181
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494
$416K 0.03%
11,229
+1,615
495
$415K 0.03%
6,059
+1,636
496
$415K 0.03%
3,013
497
$412K 0.03%
7,916
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498
$409K 0.03%
8,836
+2,329
499
$409K 0.03%
12,513
+1,102
500
$409K 0.03%
15,192
-2,840
18 19
20
21 22