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
$871M
AUM Growth
-$199M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
786
New
Increased
Reduced
Closed

Sector Composition

1 Technology 6.95%
2 Healthcare 4.75%
3 Financials 4.49%
4 Consumer Staples 3.55%
5 Consumer Discretionary 3.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
751
-4,938
752
-130,148
753
-10,712
754
-5,774
755
-15,184
756
-1,161
757
-6,436
758
-10,265
759
-5,860
760
-5,348
761
-10,585
762
-18,169
763
-2,940
764
-10,900
765
-10,095
766
-23,305
767
-10,276