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MCM
MidAtlantic Capital Management Portfolio holdings
AUM
$145M
1-Year Est. Return
15.22%
This Fund
S&P 500
1 Year Est. Return
+15.22%
AUM
$145M
AUM Growth
-$11.2M
(-7.2%)
Holding
241
Top Buys
| 1 | +$966K | |
| 2 | +$249K | |
| 3 | +$232K | |
| 4 |
Vanguard Growth ETF
VUG
|
+$205K |
| 5 |
WisdomTree US LargeCap Dividend Fund
DLN
|
+$176K |
Top Sells
| 1 | +$971K | |
| 2 | +$350K | |
| 3 | +$282K | |
| 4 |
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
|
+$258K |
| 5 |
KKR & Co
KKR
|
+$242K |
Sector Composition
| 1 | Industrials | 0.95% |
| 2 | Communication Services | 0.27% |
| 3 | Consumer Discretionary | 0.17% |
| 4 | Energy | 0.17% |
| 5 | Utilities | 0.15% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
T. Rowe Price Blue Chip Growth ETF
TCHP
$2.15B
| – | – |
-1,733
|
|
||
227
Teck Resources
TECK
$30.2B
| – | – |
-403
|
|
||
228
T. Rowe Price Floating Rate ETF
TFLR
$622M
| – | – |
-1,952
|
|
||
229
Toyota
TM
$231B
| – | – |
-12
|
|
||
230
Travelers Companies
TRV
$64.5B
| – | – |
-15
|
|
||
231
Tesla
TSLA
$1.47T
| – | – |
-43
|
|
||
232
T. Rowe Price US Equity Research ETF
TSPA
$3.44B
| – | – |
-3,895
|
|
||
233
Texas Instruments
TXN
$259B
| – | – |
-115
|
|
||
234
Uber
UBER
$144B
| – | – |
-683
|
|
||
235
UnitedHealth
UNH
$363B
| – | – |
-49
|
|
||
236
US Bancorp
USB
$86.4B
| – | – |
-946
|
|
||
237
Visa
V
$615B
| – | – |
-273
|
|
||
238
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$65.8B
| – | – |
-1,253
|
|
||
239
Vanguard US Value Factor ETF
VFVA
$825M
| – | – |
-171
|
|
||
240
Vanguard FTSE Europe ETF
VGK
$29.5B
| – | – |
-20
|
|
||
241
Vanguard Short-Term Treasury ETF
VGSH
$29.3B
| – | – |
-2,887
|
|