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
$1.3B
AUM Growth
+$159M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
822
New
Increased
Reduced
Closed

Top Buys

1
+$20.9M
2
+$12.5M
3
+$11.7M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$11.5M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$10.7M

Top Sells

1
+$14.6M
2
+$14.4M
3
+$13.7M
4
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$12.6M
5
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
+$12.3M

Sector Composition

1 Technology 8.83%
2 Consumer Discretionary 5.24%
3 Healthcare 4.37%
4 Financials 3.73%
5 Consumer Staples 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.32M 0.1%
124,368
+5,438
177
$1.3M 0.1%
4,987
-26
178
$1.3M 0.1%
11,019
+44
179
$1.29M 0.1%
11,403
+467
180
$1.28M 0.1%
119,447
+1,900
181
$1.28M 0.1%
25,620
+1,128
182
$1.28M 0.1%
5,226
+63
183
$1.26M 0.1%
5,685
+956
184
$1.25M 0.1%
9,375
+3,091
185
$1.24M 0.1%
7,379
+1,366
186
$1.23M 0.09%
21,130
-89
187
$1.23M 0.09%
22,422
+608
188
$1.23M 0.09%
84,900
+4,200
189
$1.22M 0.09%
68,318
+5,499
190
$1.22M 0.09%
9,028
+75
191
$1.21M 0.09%
8,104
+1,003
192
$1.2M 0.09%
13,764
+4,128
193
$1.2M 0.09%
6,145
+881
194
$1.19M 0.09%
13,912
-187
195
$1.19M 0.09%
5,282
+91
196
$1.19M 0.09%
7,960
+172
197
$1.18M 0.09%
8,573
-155
198
$1.18M 0.09%
59,500
-600
199
$1.17M 0.09%
93,591
+4,100
200
$1.16M 0.09%
77,023
+5,300
6 7
8
9 10