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
176
$1.29M 0.09%
5,459
+233
177
$1.29M 0.09%
6,268
+123
178
$1.29M 0.09%
25,122
-498
179
$1.29M 0.09%
20,932
-4,104
180
$1.29M 0.09%
2,820
-33
181
$1.29M 0.09%
174,503
+25,100
182
$1.28M 0.09%
5,358
+76
183
$1.28M 0.09%
13,963
+606
184
$1.28M 0.09%
95,791
+2,200
185
$1.28M 0.09%
9,895
-1,124
186
$1.25M 0.09%
90,000
+5,300
187
$1.25M 0.09%
14,313
+549
188
$1.24M 0.09%
3,819
+905
189
$1.24M 0.09%
120,600
+12,700
190
$1.24M 0.09%
10,621
-782
191
$1.22M 0.09%
7,201
-178
192
$1.22M 0.09%
23,198
+776
193
$1.22M 0.09%
16,790
+6,477
194
$1.22M 0.09%
6,095
-858
195
$1.21M 0.09%
103,384
+28,088
196
$1.21M 0.09%
82,700
+16,800
197
$1.21M 0.09%
8,580
+4,316
198
$1.21M 0.09%
75,023
-2,000
199
$1.19M 0.09%
75,500
-9,400
200
$1.19M 0.09%
8,086
+2,437
6 7
8
9 10