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
701
$211K 0.02%
918
+1
702
$210K 0.02%
+2,760
703
$209K 0.02%
4,955
704
$208K 0.02%
+3,275
705
$207K 0.02%
+7,235
706
$206K 0.02%
+3,633
707
$206K 0.02%
+9,975
708
$205K 0.02%
+3,535
709
$205K 0.02%
3,984
+7
710
$205K 0.02%
53,900
+20,500
711
$204K 0.02%
+6,800
712
$203K 0.02%
+2,885
713
$203K 0.02%
+9,425
714
$202K 0.02%
+3,682
715
$202K 0.02%
4,248
-844
716
$201K 0.02%
+4,040
717
$201K 0.02%
+7,779
718
$201K 0.02%
+8,724
719
$201K 0.02%
+5,905
720
$199K 0.02%
34,700
+1,000
721
$198K 0.02%
11,689
+11
722
$198K 0.02%
12,268
-400
723
$197K 0.02%
13,400
+1,000
724
$195K 0.02%
13,512
725
$192K 0.01%
13,420
-400
27 28
29
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