MAFM
Mid Atlantic Financial Management Portfolio holdings
AUM
$1.49B
1-Year Return
24.08%
This Quarter Return
-10.87%
1 Year Return
+24.08%
3 Year Return
+45.59%
5 Year Return
–
10 Year Return
–
AUM
$806M
AUM Growth
–
Cap. Flow
+$805M
Cap. Flow
% of AUM
99.93%
Top 10 Holdings %
Top 10 Hldgs %
20.88%
Holding
688
New
666
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$33.3M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$30.5M |
| 3 |
Apple
AAPL
|
$17M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$15.1M |
| 5 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$15.1M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 5.78% |
| 2 | Healthcare | 5.17% |
| 3 | Financials | 5.11% |
| 4 | Consumer Discretionary | 3.55% |
| 5 | Consumer Staples | 3.38% |
