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
576
$298K 0.02%
927
+2
577
$298K 0.02%
9,137
+284
578
$297K 0.02%
3,133
579
$297K 0.02%
6,681
+78
580
$295K 0.02%
5,500
+870
581
$294K 0.02%
411
+47
582
$294K 0.02%
5,834
583
$294K 0.02%
4,210
-25
584
$294K 0.02%
1,870
-180
585
$292K 0.02%
13,800
586
$291K 0.02%
10,612
587
$291K 0.02%
5,094
-811
588
$290K 0.02%
1,650
-1,000
589
$290K 0.02%
+7,200
590
$290K 0.02%
2,063
+165
591
$289K 0.02%
+18,493
592
$289K 0.02%
3,913
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593
$287K 0.02%
3,294
+176
594
$287K 0.02%
27,952
+6,800
595
$287K 0.02%
2,523
-164
596
$287K 0.02%
2,638
+417
597
$287K 0.02%
8,606
+715
598
$286K 0.02%
3,074
+7
599
$285K 0.02%
3,767
+275
600
$284K 0.02%
4,853
+1,239
22 23
24
25 26