MAFM
Mid Atlantic Financial Management Portfolio holdings
AUM
$1.49B
1-Year Return
24.08%
This Quarter Return
+7%
1 Year Return
+24.08%
3 Year Return
+45.59%
5 Year Return
–
10 Year Return
–
AUM
$1.14B
AUM Growth
+$106M
(+10%)
Cap. Flow
+$6.05M
Cap. Flow
% of AUM
0.53%
Top 10 Holdings %
Top 10 Hldgs %
25.43%
Holding
809
New
67
Increased
274
Reduced
372
Closed
56
Top Buys
Top Sells
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$17.1M |
| 2 |
iShares MSCI USA Quality Factor ETF
QUAL
|
$10.5M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$9.98M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$7.45M |
| 5 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$4.67M |
Sector Composition
| 1 | Technology | 8.02% |
| 2 | Consumer Discretionary | 4.7% |
| 3 | Healthcare | 4.31% |
| 4 | Financials | 3.75% |
| 5 | Consumer Staples | 3.05% |
