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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
51
$730K 0.5%
15,789
+11
52
$701K 0.48%
24,088
53
$676K 0.46%
3,387
54
$640K 0.44%
5,331
55
$612K 0.42%
999
56
$592K 0.4%
7,155
57
$581K 0.4%
2,123
58
$504K 0.34%
21,644
59
$499K 0.34%
5,719
60
$454K 0.31%
4,739
61
$443K 0.3%
5,951
62
$440K 0.3%
3,680
63
$431K 0.29%
4,301
+43
64
$412K 0.28%
900
65
$407K 0.28%
6,926
66
$364K 0.25%
496
-296
67
$351K 0.24%
6,907
68
$341K 0.23%
7,933
69
$339K 0.23%
3,667
70
$337K 0.23%
6,333
+40
71
$332K 0.23%
9,419
+904
72
$318K 0.22%
2,274
73
$318K 0.22%
869
74
$314K 0.21%
4,403
75
$274K 0.19%
2,480
+1
1 2
3
4