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
551
$271K 0.03%
19,341
+1,000
552
$271K 0.03%
18,400
+7,900
553
$269K 0.03%
4,780
+300
554
$269K 0.03%
14,095
-1,141
555
$268K 0.03%
21,000
+10,300
556
$267K 0.03%
+5,025
557
$267K 0.03%
+10,749
558
$266K 0.03%
8,437
+717
559
$264K 0.03%
52,651
+11,497
560
$262K 0.03%
+2,960
561
$258K 0.03%
2,341
+463
562
$258K 0.03%
10,470
-1,485
563
$256K 0.03%
4,785
+862
564
$255K 0.03%
7,552
-394
565
$252K 0.03%
12,000
-1,000
566
$252K 0.03%
8,168
+1,132
567
$250K 0.03%
8,670
-2,500
568
$249K 0.03%
7,074
569
$249K 0.03%
15,500
+700
570
$249K 0.03%
4,973
-2,429
571
$248K 0.03%
4,899
-1,220
572
$248K 0.03%
3,099
+108
573
$247K 0.03%
+4,178
574
$246K 0.03%
1,747
+164
575
$246K 0.03%
+4,900
21 22
23
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