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
626
$210K 0.02%
8,557
+225
627
$210K 0.02%
572
-19
628
$210K 0.02%
14,256
+1,300
629
$209K 0.02%
40,700
+14,000
630
$209K 0.02%
13,800
+400
631
$208K 0.02%
2,433
-24
632
$208K 0.02%
14,800
+3,200
633
$208K 0.02%
7,380
-12,550
634
$207K 0.02%
+7,800
635
$206K 0.02%
+6,963
636
$205K 0.02%
15,400
-1,700
637
$204K 0.02%
+1,078
638
$204K 0.02%
+4,970
639
$203K 0.02%
503
-147
640
$203K 0.02%
+3,583
641
$203K 0.02%
+12,713
642
$201K 0.02%
1,152
-1,554
643
$201K 0.02%
+5,523
644
$200K 0.02%
+2,792
645
$200K 0.02%
+9,550
646
$193K 0.02%
12,239
-11,115
647
$191K 0.02%
62,382
+35,932
648
$191K 0.02%
12,770
+462
649
$191K 0.02%
17,800
+4,300
650
$191K 0.02%
11,475
+1,300
24 25
26
27 28