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
$917M
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
773
New
Increased
Reduced
Closed

Top Buys

1 +$21.9M
2 +$8.03M
3 +$6.93M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$4.44M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.92M

Top Sells

1 +$8.62M
2 +$7.9M
3 +$6.1M
4
KXI icon
iShares Global Consumer Staples ETF
KXI
+$5.89M
5
IHI icon
iShares US Medical Devices ETF
IHI
+$4.12M

Sector Composition

1 Technology 6.14%
2 Financials 5.5%
3 Healthcare 4.92%
4 Consumer Discretionary 3.74%
5 Industrials 3.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
701
$28K ﹤0.01%
+10,710
702
$2K ﹤0.01%
788
703
-9,692
704
-5,098
705
-12,500
706
-19,700
707
-19,291
708
-5,526
709
-1,845
710
-1,139
711
-1,251
712
-13,712
713
-10,251
714
-13,650
715
-19,596
716
-5,108
717
-22,010
718
-3,197
719
-24,535
720
-128,206
721
-2,797
722
-14,700
723
-10,658
724
-15,300
725
-13,800