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
$961M
AUM Growth
+$43.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
781
New
Increased
Reduced
Closed

Top Buys

1
+$8.37M
2
+$7.72M
3
+$7.43M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$5.13M
5
BAR icon
GraniteShares Gold Shares
BAR
+$4.2M

Top Sells

1
+$11.9M
2
+$9.59M
3
+$7.26M
4
DEUS icon
Xtrackers Russell US Multifactor ETF
DEUS
+$6.74M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$5.86M

Sector Composition

1 Financials 7.04%
2 Technology 6.45%
3 Healthcare 4.6%
4 Industrials 3.86%
5 Consumer Discretionary 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.64M 0.27%
15,119
-250
77
$2.57M 0.27%
23,044
+584
78
$2.56M 0.27%
12,331
+1,390
79
$2.49M 0.26%
30,951
-1,291
80
$2.47M 0.26%
46,231
+6,275
81
$2.41M 0.25%
18,444
+782
82
$2.4M 0.25%
15,257
-938
83
$2.37M 0.25%
15,266
+3,295
84
$2.37M 0.25%
57,826
+14,151
85
$2.36M 0.25%
64,146
-13,338
86
$2.33M 0.24%
37,453
+10,101
87
$2.31M 0.24%
27,612
-3,939
88
$2.31M 0.24%
166,884
+14,648
89
$2.29M 0.24%
44,316
+23,850
90
$2.29M 0.24%
34,317
-108,890
91
$2.25M 0.23%
41,620
+3,500
92
$2.25M 0.23%
17,681
+772
93
$2.18M 0.23%
14,610
-300
94
$2.17M 0.23%
48,863
+7,145
95
$2.17M 0.23%
11,630
+273
96
$2.15M 0.22%
32,220
-354
97
$2.14M 0.22%
24,742
+3,399
98
$2.11M 0.22%
25,106
-1,232
99
$2.11M 0.22%
57,738
+20,965
100
$2.11M 0.22%
46,988
-864
2 3
4
5 6