MAFM
Mid Atlantic Financial Management Portfolio holdings
AUM
$1.49B
This Quarter Return
-0.49%
1 Year Return
+24.08%
3 Year Return
+45.59%
5 Year Return
–
10 Year Return
–
AUM
$1.49B
AUM Growth
+$1.49B
(+0.55%)
Cap. Flow
+$18.9M
Cap. Flow
% of AUM
1.26%
Top 10 Holdings %
Top 10 Hldgs %
24.12%
Holding
984
New
65
Increased
429
Reduced
356
Closed
76
Top Buys
| 1 |
NVIDIA
NVDA
|
$5.42M |
| 2 |
iShares TIPS Bond ETF
TIP
|
$3.35M |
| 3 |
SPDR S&P Global Natural Resources ETF
GNR
|
$2.79M |
| 4 |
SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
|
$2.65M |
| 5 |
iShares US & Intl High Yield Corp Bond ETF
GHYG
|
$2.33M |
Top Sells
Sector Composition
| 1 | Technology | 9.13% |
| 2 | Consumer Discretionary | 4.97% |
| 3 | Financials | 4.55% |
| 4 | Healthcare | 4.29% |
| 5 | Communication Services | 2.94% |
