We are live on ! Find out more
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
in Stake 		Capital Flow
76
$237K 0.19%
2,433
+1
77
$236K 0.19%
4,514
+80
78
$230K 0.18%
9,944
-18
79
$219K 0.17%
1,897
80
– –
-115
81
– –
-683
82
– –
-432
83
– –
-273
84
– –
-1,196
85
– –
-157
86
– –
-20
87
– –
-2,573
88
– –
-5
89
– –
-70
90
– –
-1,284
91
– –
-48
92
– –
-28
93
– –
-1,260
94
– –
-777
95
– –
-213
96
– –
-2,482
97
– –
-79
98
– –
-12
99
– –
-1,238
100
– –
-117
2 3
4
5 6