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
$1.3B
AUM Growth
+$159M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
822
New
Increased
Reduced
Closed

Top Buys

1
+$20.9M
2
+$12.5M
3
+$11.7M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$11.5M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$10.7M

Top Sells

1
+$14.6M
2
+$14.4M
3
+$13.7M
4
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$12.6M
5
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
+$12.3M

Sector Composition

1 Technology 8.83%
2 Consumer Discretionary 5.24%
3 Healthcare 4.37%
4 Financials 3.73%
5 Consumer Staples 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
– –
-13,874
802
– –
-18,850
803
– –
-17,700
804
– –
-175
805
– –
-11,842
806
– –
-33,700
29 30 31 32
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