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
126
$1.49M 0.16%
11,325
-404
127
$1.48M 0.15%
22,498
-3,254
128
$1.46M 0.15%
50,559
+4,496
129
$1.44M 0.15%
10,852
-417
130
$1.43M 0.15%
8,460
+886
131
$1.42M 0.15%
5,388
+504
132
$1.42M 0.15%
19,823
+2,092
133
$1.42M 0.15%
14,046
+2,758
134
$1.42M 0.15%
10,623
+241
135
$1.41M 0.15%
27,719
-1,076
136
$1.41M 0.15%
20,123
-980
137
$1.4M 0.15%
16,109
+2,267
138
$1.4M 0.15%
16,037
+1,241
139
$1.38M 0.14%
35,135
+7,529
140
$1.37M 0.14%
11,991
-5,072
141
$1.37M 0.14%
27,552
-2,008
142
$1.32M 0.14%
7,162
+391
143
$1.28M 0.13%
23,688
-1,345
144
$1.27M 0.13%
24,112
+2,363
145
$1.26M 0.13%
78,862
146
$1.26M 0.13%
46,407
+7,795
147
$1.26M 0.13%
28,976
+2,046
148
$1.25M 0.13%
42,772
-30,431
149
$1.23M 0.13%
7,229
-269
150
$1.22M 0.13%
9,913
+993
4 5
6
7 8