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
51
$5.44M 0.42%
15,524
+753
52
$5.25M 0.4%
28,998
+2,487
53
$5.25M 0.4%
37,184
+1,087
54
$5.1M 0.39%
86,837
+5,332
55
$5.1M 0.39%
40,122
-212
56
$5.03M 0.39%
58,496
+2,320
57
$5.01M 0.38%
57,200
+160
58
$5M 0.38%
90,567
+4,319
59
$4.99M 0.38%
79,594
+6,000
60
$4.96M 0.38%
18,666
+3,131
61
$4.93M 0.38%
73,416
+1,051
62
$4.88M 0.37%
132,471
+22,037
63
$4.87M 0.37%
44,254
+402
64
$4.57M 0.35%
102,853
+10,896
65
$4.55M 0.35%
30,682
+5,782
66
$4.54M 0.35%
137,914
-2,750
67
$4.42M 0.34%
19,063
+185
68
$4.4M 0.34%
109,803
+27,827
69
$4.39M 0.34%
16,058
+1,236
70
$4.24M 0.33%
195,090
+11,508
71
$4.22M 0.32%
116,486
+5,224
72
$4.22M 0.32%
33,091
-6,225
73
$4.21M 0.32%
120,143
+887
74
$4.11M 0.32%
19,874
+1,256
75
$4.06M 0.31%
52,006
+8,507
1 2
3
4 5