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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
76
$255K 0.17%
5,512
-14,274
77
$247K 0.17%
1,897
78
$232K 0.16%
9,901
-43
79
$206K 0.14%
+1,455
80
– –
-3,299
1 2 3
4