MAFM
Mid Atlantic Financial Management Portfolio holdings
AUM
$1.49B
1-Year Return
24.08%
This Quarter Return
-14.64%
1 Year Return
+24.08%
3 Year Return
+45.59%
5 Year Return
–
10 Year Return
–
AUM
$871M
AUM Growth
-$199M
(-19%)
Cap. Flow
-$11.8M
Cap. Flow
% of AUM
-1.36%
Top 10 Holdings %
Top 10 Hldgs %
26.12%
Holding
786
New
58
Increased
304
Reduced
278
Closed
102
Top Buys
| 1 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$26.5M |
| 2 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$18.3M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
$10.5M |
| 4 |
iShares MSCI EAFE Min Vol Factor ETF
EFAV
|
$5.23M |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$5.01M |
Top Sells
Sector Composition
| 1 | Technology | 6.95% |
| 2 | Healthcare | 4.75% |
| 3 | Financials | 4.49% |
| 4 | Consumer Staples | 3.55% |
| 5 | Consumer Discretionary | 3.28% |
