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
51
$3.95M 0.41%
102,388
-392
52
$3.91M 0.41%
29,840
-25
53
$3.91M 0.41%
+127,060
54
$3.88M 0.4%
15,888
-564
55
$3.85M 0.4%
30,926
+6,553
56
$3.84M 0.4%
70,960
-140
57
$3.79M 0.39%
10,433
+195
58
$3.67M 0.38%
21,132
+42
59
$3.54M 0.37%
22,586
+218
60
$3.41M 0.36%
80,260
-3,321
61
$3.4M 0.35%
120,716
+7,541
62
$3.31M 0.34%
69,069
+7,116
63
$3.24M 0.34%
40,131
-355
64
$3.22M 0.34%
111,010
+1,278
65
$3.15M 0.33%
25,324
+5,165
66
$3.14M 0.33%
18,765
+376
67
$3.01M 0.31%
119,870
+546
68
$2.93M 0.31%
15,182
+533
69
$2.92M 0.3%
61,591
+2,811
70
$2.87M 0.3%
31,321
+894
71
$2.83M 0.3%
93,418
+4,743
72
$2.83M 0.29%
13,613
-410
73
$2.82M 0.29%
10,665
+2,118
74
$2.79M 0.29%
20,445
+15,965
75
$2.65M 0.28%
69,634
+29,222
1 2
3
4 5