MAFM
Mid Atlantic Financial Management Portfolio holdings
AUM
$1.49B
1-Year Return
24.08%
This Quarter Return
+11.93%
1 Year Return
+24.08%
3 Year Return
+45.59%
5 Year Return
–
10 Year Return
–
AUM
$1.3B
AUM Growth
+$159M
(+14%)
Cap. Flow
+$75.1M
Cap. Flow
% of AUM
5.76%
Top 10 Holdings %
Top 10 Hldgs %
23.2%
Holding
822
New
71
Increased
450
Reduced
207
Closed
19
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$20.9M |
| 2 |
ABOT
Abacus FCF Innovation Leaders ETF
ABOT
|
$12.5M |
| 3 |
SPDR MSCI EAFE StrategicFactors ETF
QEFA
|
$11.7M |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
$11.5M |
| 5 |
iShares Russell Mid-Cap ETF
IWR
|
$10.7M |
Top Sells
Sector Composition
| 1 | Technology | 8.83% |
| 2 | Consumer Discretionary | 5.24% |
| 3 | Healthcare | 4.37% |
| 4 | Financials | 3.73% |
| 5 | Consumer Staples | 3.06% |
