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
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