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
$1.37B
AUM Growth
+$64.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
909
New
Increased
Reduced
Closed

Top Buys

1
+$4.32M
2
+$3.14M
3
+$3.02M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.74M
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$2.64M

Top Sells

1
+$14.5M
2
+$4.78M
3
+$4.34M
4
FCOR icon
Fidelity Corporate Bond ETF
FCOR
+$3.58M
5
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$3.16M

Sector Composition

1 Technology 8.16%
2 Consumer Discretionary 4.99%
3 Healthcare 4.36%
4 Financials 4.21%
5 Industrials 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$212K 0.02%
+6,341
752
$211K 0.02%
2,512
-248
753
$211K 0.02%
+6,564
754
$211K 0.02%
+8,450
755
$210K 0.02%
7,775
+540
756
$209K 0.02%
1,443
-295
757
$209K 0.02%
+5,491
758
$209K 0.02%
+12,872
759
$209K 0.02%
+5,665
760
$207K 0.02%
2,737
+19
761
$206K 0.02%
21,740
-26,917
762
$206K 0.02%
+595
763
$205K 0.02%
+621
764
$204K 0.01%
868
-50
765
$203K 0.01%
14,250
766
$202K 0.01%
+4,066
767
$202K 0.01%
+3,676
768
$202K 0.01%
+1,679
769
$202K 0.01%
+13,800
770
$202K 0.01%
8,318
-6,060
771
$201K 0.01%
+1,110
772
$201K 0.01%
+1,023
773
$200K 0.01%
+13,400
774
$198K 0.01%
21,500
+1,400
775
$197K 0.01%
12,397
29 30
31
32 33