MCM

MidAtlantic Capital Management Portfolio holdings

AUM $156M
1-Year Est. Return 13.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$119M
AUM Growth
+$5.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$2.34M
2
+$1.58M
3
+$1.41M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.09M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$658K

Top Sells

1
+$1.13M
2
+$957K
3
+$436K
4
TBUX icon
T. Rowe Price Ultra Short-Term Bond ETF
TBUX
+$156K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$143K

Sector Composition

1 Industrials 0.99%
2 Technology 0.81%
3 Financials 0.67%
4 Communication Services 0.6%
5 Consumer Discretionary 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
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