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
651
$189K 0.02%
13,800
-2,865
652
$185K 0.02%
+11,044
653
$184K 0.02%
14,073
654
$184K 0.02%
19,200
+100
655
$183K 0.02%
12,976
-1,700
656
$177K 0.02%
12,623
+2,000
657
$177K 0.02%
15,061
+2,638
658
$176K 0.02%
10,447
+1,992
659
$174K 0.02%
13,420
-3,989
660
$172K 0.02%
+21,775
661
$171K 0.02%
15,400
+1,700
662
$170K 0.02%
54,700
+28,800
663
$168K 0.02%
+10,839
664
$164K 0.02%
11,384
+350
665
$162K 0.02%
19,400
+5,200
666
$158K 0.02%
+14,200
667
$150K 0.02%
32,700
668
$150K 0.02%
15,121
+2,713
669
$146K 0.02%
+12,725
670
$146K 0.02%
24,143
+7,263
671
$145K 0.02%
20,950
-18,300
672
$142K 0.01%
10,250
673
$141K 0.01%
11,952
+400
674
$141K 0.01%
10,700
-2,325
675
$139K 0.01%
2,413
+588
25 26
27
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