MCM

MidAtlantic Capital Management Portfolio holdings

AUM $156M
1-Year Est. Return 13.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$141M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$1.12M
2
+$1.01M
3
+$469K
4
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$354K
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$188K

Top Sells

1
+$816K
2
+$314K
3
+$313K
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$300K
5
VUG icon
Vanguard Growth ETF
VUG
+$73.1K

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
$283K 0.2%
8,515
+306
77
$252K 0.18%
1,897
78
$247K 0.18%
2,479
+46
79
$231K 0.16%
9,944
80
– –
-6,304
1 2 3
4