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
151
$1.22M 0.13%
31,665
+2,530
152
$1.21M 0.13%
55,812
+2,000
153
$1.21M 0.13%
16,631
-716
154
$1.19M 0.12%
4,476
-15
155
$1.19M 0.12%
11,090
+144
156
$1.18M 0.12%
8,145
+120
157
$1.17M 0.12%
109,382
+2,700
158
$1.16M 0.12%
4,720
-114
159
$1.16M 0.12%
9,959
-1,954
160
$1.16M 0.12%
14,168
-340
161
$1.16M 0.12%
34,811
-995
162
$1.16M 0.12%
117,433
+13,835
163
$1.16M 0.12%
10,435
-365
164
$1.15M 0.12%
44,094
+18,145
165
$1.13M 0.12%
117,632
+18,319
166
$1.13M 0.12%
114,031
+5,256
167
$1.12M 0.12%
8,231
+615
168
$1.11M 0.12%
9,673
+2,107
169
$1.11M 0.12%
5,420
+117
170
$1.11M 0.12%
123,018
+7,409
171
$1.1M 0.11%
67,170
-3,200
172
$1.1M 0.11%
7,180
-187
173
$1.1M 0.11%
18,246
+467
174
$1.09M 0.11%
16,201
-560
175
$1.09M 0.11%
48,377
+13,335
5 6
7
8 9