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MCM

MidAtlantic Capital Management Portfolio holdings

AUM $145M
1-Year Est. Return 15.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$127M
AUM Growth
-$9.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$729K
3
+$505K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$404K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$377K

Top Sells

1
+$257K
2
+$230K
3
+$191K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$184K
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$175K

Sector Composition

1 Industrials 0.79%
2 Communication Services 0.23%
3 Financials 0.17%
4 Energy 0%
5 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
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