MCM
MidAtlantic Capital Management Portfolio holdings
AUM
$147M
1-Year Est. Return
12.61%
1 Year Est. Return
+12.61%
AUM
$141M
AUM Growth
+$13.6M
(+11%)
Holding
80
Top Buys
| 1 | +$1.21M | |
| 2 | +$1.07M | |
| 3 | +$507K | |
| 4 |
WisdomTree US LargeCap Dividend Fund
DLN
|
+$372K |
| 5 |
Meta Platforms (Facebook)
META
|
+$213K |
Top Sells
| 1 | +$828K | |
| 2 | +$332K | |
| 3 | +$313K | |
| 4 |
iShares Short-Term National Muni Bond ETF
SUB
|
+$302K |
| 5 |
Vanguard Growth ETF
VUG
|
+$81.1K |
Sector Composition
| 1 | Industrials | 0.84% |
| 2 | Communication Services | 0.41% |
| 3 | Financials | 0.18% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Fidelity Enhanced International ETF
FENI
$4.27B
| $283K | 0.2% |
8,515
+306
|
|
||
77
KKR & Co
KKR
$108B
| $252K | 0.18% |
1,897
|
|
||
78
iShares S&P Small-Cap 600 Value ETF
IJS
$6.64B
| $247K | 0.18% |
2,479
+46
|
|
||
79
Schwab US Aggregate Bond ETF
SCHZ
$8.98B
| $231K | 0.16% |
9,944
|
|
||
80
Vanguard Tax-Exempt Bond Index Fund
VTEB
$39.7B
| – | – |
-6,304
|
|