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
$1.3B
AUM Growth
+$159M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
822
New
Increased
Reduced
Closed

Top Buys

1
+$20.9M
2
+$12.5M
3
+$11.7M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$11.5M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$10.7M

Top Sells

1
+$14.6M
2
+$14.4M
3
+$13.7M
4
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$12.6M
5
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
+$12.3M

Sector Composition

1 Technology 8.83%
2 Consumer Discretionary 5.24%
3 Healthcare 4.37%
4 Financials 3.73%
5 Consumer Staples 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$321K 0.02%
1,929
+227
552
$319K 0.02%
2,762
-255
553
$316K 0.02%
24,650
+600
554
$315K 0.02%
2,308
-169
555
$314K 0.02%
3,682
+600
556
$314K 0.02%
25,900
+2,500
557
$313K 0.02%
11,737
-18,083
558
$312K 0.02%
8,659
-49
559
$312K 0.02%
6,417
560
$310K 0.02%
6,507
+35
561
$308K 0.02%
5,695
+4
562
$308K 0.02%
+1,735
563
$308K 0.02%
1,332
+13
564
$306K 0.02%
1,995
-14
565
$305K 0.02%
5,154
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566
$305K 0.02%
66,500
+12,200
567
$304K 0.02%
12,767
-3,500
568
$304K 0.02%
24,208
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569
$304K 0.02%
3,077
-211
570
$302K 0.02%
5,700
571
$302K 0.02%
4,466
+99
572
$301K 0.02%
18,380
-979
573
$299K 0.02%
5,975
+575
574
$299K 0.02%
2,726
-343
575
$299K 0.02%
4,423
+189
21 22
23
24 25