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
126
$2.27M 0.17%
38,556
-1,399
127
$2.26M 0.17%
11,419
+1,090
128
$2.23M 0.16%
17,495
+686
129
$2.23M 0.16%
40,452
-9,360
130
$2.18M 0.16%
21,691
-4,054
131
$2.18M 0.16%
95,970
+2,798
132
$2.17M 0.16%
19,580
+1,420
133
$2.14M 0.16%
9,807
-290
134
$2.05M 0.15%
27,280
+756
135
$2.05M 0.15%
17,375
+249
136
$2M 0.15%
46,118
-10,254
137
$1.94M 0.14%
27,592
+1,064
138
$1.92M 0.14%
16,553
-1,296
139
$1.9M 0.14%
21,080
-3,845
140
$1.89M 0.14%
21,956
-2,674
141
$1.89M 0.14%
24,430
-1,944
142
$1.89M 0.14%
10,092
-240
143
$1.88M 0.14%
17,207
-589
144
$1.87M 0.14%
18,125
-1,249
145
$1.85M 0.14%
9,750
+175
146
$1.84M 0.13%
6,480
-545
147
$1.82M 0.13%
24,365
+1,202
148
$1.81M 0.13%
7,450
-1,820
149
$1.76M 0.13%
13,242
+734
150
$1.75M 0.13%
3,686
-978
4 5
6
7 8