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
$1.04B
AUM Growth
+$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
779
New
Increased
Reduced
Closed

Sector Composition

1 Technology 7.64%
2 Healthcare 4.35%
3 Consumer Discretionary 4.05%
4 Financials 3.83%
5 Consumer Staples 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
$232K 0.02%
2,031
-181
577
$231K 0.02%
2,990
-557
578
$231K 0.02%
+4,044
579
$230K 0.02%
14,973
+3,200
580
$230K 0.02%
23,358
+408
581
$229K 0.02%
+7,379
582
$229K 0.02%
106,400
+14,110
583
$229K 0.02%
16,184
-829
584
$229K 0.02%
44,700
+800
585
$229K 0.02%
4,060
-2,150
586
$228K 0.02%
143
-82
587
$227K 0.02%
175
588
$226K 0.02%
+4,750
589
$226K 0.02%
6,713
-963
590
$225K 0.02%
17,200
+600
591
$225K 0.02%
+4,549
592
$225K 0.02%
+1,577
593
$225K 0.02%
1,862
-507
594
$221K 0.02%
+3,102
595
$221K 0.02%
+7,191
596
$220K 0.02%
6,739
-8,887
597
$219K 0.02%
+5,386
598
$219K 0.02%
29,163
-4,462
599
$219K 0.02%
+3,855
600
$219K 0.02%
+2,687