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
$1.37B
AUM Growth
+$64.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
909
New
Increased
Reduced
Closed

Top Buys

1
+$4.32M
2
+$3.14M
3
+$3.02M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.74M
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$2.64M

Top Sells

1
+$14.5M
2
+$4.78M
3
+$4.34M
4
FCOR icon
Fidelity Corporate Bond ETF
FCOR
+$3.58M
5
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$3.16M

Sector Composition

1 Technology 8.16%
2 Consumer Discretionary 4.99%
3 Healthcare 4.36%
4 Financials 4.21%
5 Industrials 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$299K 0.02%
23,025
-2,000
627
$299K 0.02%
4,368
-98
628
$298K 0.02%
3,771
+4
629
$297K 0.02%
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630
$297K 0.02%
4,730
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631
$297K 0.02%
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632
$295K 0.02%
17,464
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633
$294K 0.02%
84,650
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634
$293K 0.02%
7,214
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635
$293K 0.02%
20,800
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636
$292K 0.02%
6,906
-833
637
$292K 0.02%
6,279
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638
$291K 0.02%
1,595
-334
639
$291K 0.02%
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640
$290K 0.02%
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641
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$290K 0.02%
18,493
643
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+3,735
644
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13,800
645
$289K 0.02%
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646
$287K 0.02%
1,873
-122
647
$287K 0.02%
10,100
-4,750
648
$287K 0.02%
+11,000
649
$286K 0.02%
18,493
+4,602
650
$282K 0.02%
5,256
+102
24 25
26
27 28