We are live on ! Find out more
MAFM

Mid Atlantic Financial Management Portfolio holdings

AUM $1.49B
1-Year Est. Return 24.08%
This Fund
S&P 500
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
+$4.3M
2
+$3.19M
3
+$2.8M
4
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$2.77M
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$2.64M

Top Sells

1
+$14.5M
2
+$4.65M
3
+$4.44M
4
FCOR icon
Fidelity Corporate Bond ETF
FCOR
+$3.58M
5
IBB icon
iShares Biotechnology ETF
IBB
+$3.24M

Sector Composition

1 Technology 8.16%
2 Consumer Discretionary 4.99%
3 Healthcare 4.36%
4 Financials 4.21%
5 Industrials 3.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
– –
-12,355
877
– –
-2,489
878
– –
-46,327
879
– –
-712
880
– –
-7,123
881
– –
-5,500
882
– –
-10,600
883
– –
-3,375
884
– –
-1,236
885
– –
-22,629
886
– –
-10,000
887
– –
-16,987
888
– –
-66,500
889
– –
-2,699
890
– –
-14,430
891
– –
-4,955
892
– –
-88,211
893
– –
-10,569
894
– –
-10,700
895
– –
-12,123
32 33 34 35
36