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
651
$245K 0.02%
+2,809
652
$245K 0.02%
6,583
-345
653
$244K 0.02%
3,700
654
$244K 0.02%
25,070
-2,295
655
$243K 0.02%
4,680
-457
656
$241K 0.02%
11,730
657
$240K 0.02%
7,098
+50
658
$240K 0.02%
9,450
+30
659
$239K 0.02%
+18,794
660
$238K 0.02%
2,718
-153
661
$238K 0.02%
8,493
-2,114
662
$237K 0.02%
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-866
663
$237K 0.02%
+6,165
664
$237K 0.02%
10,538
+1,464
665
$236K 0.02%
3,793
-429
666
$236K 0.02%
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667
$236K 0.02%
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668
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669
$234K 0.02%
12,700
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670
$234K 0.02%
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671
$234K 0.02%
1,800
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672
$233K 0.02%
+5,761
673
$231K 0.02%
+19,900
674
$230K 0.02%
18,900
+1,000
675
$230K 0.02%
7,100
-1,609
25 26
27
28 29