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
576
$246K 0.03%
2,550
-44
577
$246K 0.03%
5,814
-3,000
578
$245K 0.03%
5,593
-3,315
579
$245K 0.03%
5,967
+58
580
$244K 0.03%
2,645
+340
581
$244K 0.03%
5,665
-150
582
$243K 0.03%
18,900
-3,400
583
$243K 0.03%
7,627
-163
584
$243K 0.03%
4,091
+532
585
$241K 0.03%
20,200
+4,500
586
$241K 0.03%
3,229
-113
587
$240K 0.03%
175
588
$240K 0.03%
6,633
-517
589
$239K 0.02%
20,828
+7,315
590
$239K 0.02%
+4,238
591
$239K 0.02%
175
592
$238K 0.02%
2,668
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593
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+4,797
594
$238K 0.02%
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595
$235K 0.02%
10,345
-1,479
596
$234K 0.02%
3,202
+102
597
$234K 0.02%
3,410
-48
598
$233K 0.02%
1,922
-288
599
$233K 0.02%
18,441
+511
600
$232K 0.02%
+7,926
22 23
24
25 26