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
776
$194K 0.01%
+12,900
777
$193K 0.01%
+13,974
778
$192K 0.01%
+15,433
779
$191K 0.01%
20,580
+3,200
780
$187K 0.01%
14,057
-15,393
781
$183K 0.01%
21,400
-600
782
$178K 0.01%
2,555
783
$177K 0.01%
23,626
+12,226
784
$171K 0.01%
+25,342
785
$169K 0.01%
14,982
+320
786
$168K 0.01%
+12,500
787
$167K 0.01%
12,700
+1,500
788
$166K 0.01%
38,416
+8,528
789
$166K 0.01%
6,770
-4,967
790
$165K 0.01%
14,400
+2,800
791
$165K 0.01%
13,890
-2,000
792
$157K 0.01%
+25,800
793
$156K 0.01%
14,020
+2,596
794
$156K 0.01%
20,200
795
$156K 0.01%
595
-36
796
$156K 0.01%
10,500
-30,900
797
$155K 0.01%
35,737
+21,379
798
$155K 0.01%
11,083
-1,491
799
$155K 0.01%
40,174
800
$152K 0.01%
+864
30 31
32
33 34