MAFM

Mid Atlantic Financial Management Portfolio holdings

AUM $1.49B
1-Year Est. Return 24.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.37B
AUM Growth
+$64.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
909
New
Increased
Reduced
Closed

Top Buys

1
+$4.3M
2
+$3.19M
3
+$2.8M
4
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$2.77M
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$2.64M

Top Sells

1
+$14.5M
2
+$4.65M
3
+$4.44M
4
FCOR icon
Fidelity Corporate Bond ETF
FCOR
+$3.58M
5
IBB icon
iShares Biotechnology ETF
IBB
+$3.24M

Sector Composition

1 Technology 8.16%
2 Consumer Discretionary 4.99%
3 Healthcare 4.36%
4 Financials 4.21%
5 Industrials 3.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$316K 0.02%
3,604
+700
602
$316K 0.02%
9,093
-44
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15,475
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604
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$314K 0.02%
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-27
606
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607
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609
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611
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612
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61,100
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613
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1,257
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614
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615
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3,352
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623
$303K 0.02%
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624
$301K 0.02%
9,660
-1,079
625
$300K 0.02%
20,100
+6,700
23 24
25
26 27