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
$937M
AUM Growth
-$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
781
New
Increased
Reduced
Closed

Sector Composition

1 Technology 6.17%
2 Financials 5.83%
3 Healthcare 4.21%
4 Industrials 3.37%
5 Consumer Discretionary 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
751
-11,475
752
-7,300
753
-27,580
754
-12,900
755
-7,800
756
-10,058
757
-6,842
758
-7,268