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
$1.37B
AUM Growth
+$64.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
909
New
Increased
Reduced
Closed

Top Buys

1
+$4.32M
2
+$3.14M
3
+$3.02M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.74M
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$2.64M

Top Sells

1
+$14.5M
2
+$4.78M
3
+$4.34M
4
FCOR icon
Fidelity Corporate Bond ETF
FCOR
+$3.58M
5
SPSM icon
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$3.16M

Sector Composition

1 Technology 8.18%
2 Consumer Discretionary 4.99%
3 Healthcare 4.36%
4 Financials 4.21%
5 Industrials 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3M 0.22%
13,394
-926
102
$2.88M 0.21%
26,602
+1,457
103
$2.85M 0.21%
8,098
+1,256
104
$2.83M 0.21%
32,805
+1,033
105
$2.82M 0.21%
57,691
+46,483
106
$2.79M 0.2%
13,016
-155
107
$2.79M 0.2%
12,844
-335
108
$2.77M 0.2%
31,276
+857
109
$2.76M 0.2%
71,964
-204
110
$2.76M 0.2%
18,189
-550
111
$2.7M 0.2%
7,592
-21
112
$2.7M 0.2%
86,220
+10,398
113
$2.69M 0.2%
9,798
-1,152
114
$2.66M 0.19%
10,705
+1,079
115
$2.64M 0.19%
+41,776
116
$2.63M 0.19%
51,503
+2,182
117
$2.63M 0.19%
12,714
-27
118
$2.63M 0.19%
29,660
+5,423
119
$2.6M 0.19%
76,587
-1,324
120
$2.49M 0.18%
6,746
+118
121
$2.49M 0.18%
+48,891
122
$2.49M 0.18%
9,767
+424
123
$2.46M 0.18%
25,014
+11,775
124
$2.36M 0.17%
36,224
+1,107
125
$2.29M 0.17%
145,532
-323
3 4
5
6 7