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
726
$192K 0.01%
10,000
727
$192K 0.01%
+10,569
728
$190K 0.01%
13,400
+2,200
729
$187K 0.01%
22,000
730
$187K 0.01%
+11,527
731
$186K 0.01%
+14,500
732
$185K 0.01%
12,355
+500
733
$183K 0.01%
18,800
+3,500
734
$180K 0.01%
15,890
-400
735
$177K 0.01%
14,250
-4,125
736
$176K 0.01%
12,397
737
$176K 0.01%
20,100
+4,200
738
$167K 0.01%
29,888
+12,323
739
$167K 0.01%
18,000
+4,100
740
$166K 0.01%
31,600
+8,600
741
$164K 0.01%
10,071
742
$161K 0.01%
11,174
+500
743
$160K 0.01%
17,380
744
$157K 0.01%
14,200
-550
745
$156K 0.01%
23,800
+4,300
746
$150K 0.01%
10,600
747
$147K 0.01%
10,841
748
$146K 0.01%
14,662
749
$145K 0.01%
20,200
750
$144K 0.01%
19,200
28 29
30
31 32