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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
$147M
AUM Growth
+$5.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$277K
2
+$201K
3
+$30.8K
4
VUG icon
Vanguard Growth ETF
VUG
+$21.5K
5
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$7.28K

Top Sells

1
+$748K
2
+$640K
3
+$628K
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$545K
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$351K

Sector Composition

1 Industrials 0.8%
2 Communication Services 0.25%
3 Financials 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.48M 1.01%
10,736
-304
27
$1.46M 0.99%
8,336
-70
28
$1.35M 0.92%
10,441
29
$1.34M 0.91%
50,865
-1,536
30
$1.31M 0.9%
25,545
-1,097
31
$1.26M 0.86%
10,476
-530
32
$1.17M 0.8%
6,444
33
$1.15M 0.79%
4,723
34
$1.14M 0.78%
3,840
35
$1.14M 0.78%
5,474
36
$1.14M 0.78%
26,600
37
$1.08M 0.74%
11,604
38
$1.08M 0.74%
20,626
-692
39
$1.08M 0.73%
5,209
40
$1.07M 0.73%
39,310
-27,403
41
$1.06M 0.73%
12,012
-3
42
$944K 0.64%
3,900
43
$902K 0.62%
10,815
44
$888K 0.61%
5,394
45
$882K 0.6%
9,349
-2
46
$846K 0.58%
8,758
-284
47
$832K 0.57%
2,535
48
$761K 0.52%
1,768
49
$735K 0.5%
5,336
50
$731K 0.5%
15,347
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