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
101
$2.1M 0.22%
31,108
+15,831
102
$2.09M 0.22%
21,499
+7,940
103
$2.04M 0.21%
11,098
+1,026
104
$2.04M 0.21%
28,020
+4,510
105
$2.03M 0.21%
35,600
+5,509
106
$2.02M 0.21%
20,241
-1,438
107
$1.94M 0.2%
23,137
-2,542
108
$1.89M 0.2%
19,409
-1,151
109
$1.88M 0.2%
10,319
+1,356
110
$1.85M 0.19%
60,214
+2,685
111
$1.82M 0.19%
40,249
-2,076
112
$1.75M 0.18%
11,665
+3,418
113
$1.75M 0.18%
22,403
-896
114
$1.73M 0.18%
4,889
-1,707
115
$1.72M 0.18%
33,608
+1,912
116
$1.68M 0.17%
27,133
-9,116
117
$1.67M 0.17%
9,717
-96
118
$1.66M 0.17%
65,722
+12,476
119
$1.65M 0.17%
17,443
-1,902
120
$1.63M 0.17%
38,507
-4,231
121
$1.6M 0.17%
13,898
+2,781
122
$1.59M 0.17%
44,505
+3,443
123
$1.57M 0.16%
24,148
+2,641
124
$1.56M 0.16%
14,519
+612
125
$1.49M 0.16%
101,871
+4,184
3 4
5
6 7