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
726
-16,500
727
-12,820
728
-25,500
729
-13,416
730
-91,770
731
-26,100
732
-5,376
733
-19,650
734
-4,995
735
-4,986
736
-14,891
737
-118,794
738
-12,228
739
-6,306
740
-3,265
741
-10,025
742
-20,000
743
-12,857
744
-7,183
745
-8,150
746
-2,688
747
-17,450
748
-4,475
749
-4,585
750
-1,260