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
$1.04B
AUM Growth
+$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
779
New
Increased
Reduced
Closed

Top Buys

1
+$21.2M
2
+$20.6M
3
+$19.4M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$12.5M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$10.9M

Top Sells

1
+$29.5M
2
+$10.1M
3
+$6.63M
4
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$5.74M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$5.54M

Sector Composition

1 Technology 7.64%
2 Healthcare 4.35%
3 Consumer Discretionary 4.05%
4 Financials 3.83%
5 Consumer Staples 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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754
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755
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-8,038
756
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757
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-10,400
758
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759
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760
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761
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-63,784
762
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