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
$1.14B
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
809
New
Increased
Reduced
Closed

Top Buys

1
+$23.7M
2
+$10.8M
3
+$9.71M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$7.43M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$6.11M

Top Sells

1
+$17.1M
2
+$10.5M
3
+$9.98M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$7.45M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$4.67M

Sector Composition

1 Technology 8.02%
2 Consumer Discretionary 4.7%
3 Healthcare 4.31%
4 Financials 3.75%
5 Consumer Staples 3.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$257K 0.02%
3,765
+113
577
$257K 0.02%
1,577
578
$255K 0.02%
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579
$255K 0.02%
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581
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582
$254K 0.02%
19,885
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583
$252K 0.02%
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584
$250K 0.02%
27,365
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585
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28,673
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586
$249K 0.02%
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587
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588
$249K 0.02%
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-167
589
$248K 0.02%
+8,816
590
$248K 0.02%
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591
$247K 0.02%
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13,800
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595
$245K 0.02%
175
596
$244K 0.02%
28,800
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597
$244K 0.02%
3,082
-610
598
$243K 0.02%
+3,700
599
$243K 0.02%
+1,688
600
$243K 0.02%
+2,731
22 23
24
25 26