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
151
$1.73M 0.13%
17,077
-1,556
152
$1.66M 0.12%
10,316
-224
153
$1.64M 0.12%
14,406
-943
154
$1.63M 0.12%
30,202
-2,165
155
$1.62M 0.12%
15,802
+49
156
$1.61M 0.12%
30,200
+3,823
157
$1.61M 0.12%
3,082
+459
158
$1.58M 0.12%
13,282
-98
159
$1.56M 0.11%
17,613
-6,779
160
$1.55M 0.11%
8,553
+593
161
$1.55M 0.11%
6,817
-790
162
$1.54M 0.11%
4,532
-1,300
163
$1.53M 0.11%
6,213
+399
164
$1.5M 0.11%
4,199
+4
165
$1.5M 0.11%
20,924
+59
166
$1.48M 0.11%
25,305
+279
167
$1.47M 0.11%
18,674
-3,177
168
$1.47M 0.11%
80,648
-7,213
169
$1.46M 0.11%
22,029
-2,183
170
$1.4M 0.1%
7,274
-1,102
171
$1.37M 0.1%
4,973
-14
172
$1.36M 0.1%
118,790
-657
173
$1.34M 0.1%
7,640
-464
174
$1.32M 0.1%
180,000
+17,900
175
$1.31M 0.1%
28,240
+3,570
5 6
7
8 9