MCM
MidAtlantic Capital Management Portfolio holdings
AUM
$141M
This Quarter Return
+10.86%
1 Year Return
+12.24%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$103M
AUM Growth
–
Cap. Flow
+$103M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
47.08%
Holding
245
New
240
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$9.04M |
| 2 |
Vanguard Growth ETF
VUG
|
$6.81M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$6.08M |
| 4 |
Vanguard High Dividend Yield ETF
VYM
|
$4.98M |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
$3.94M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Industrials | 1.13% |
| 2 | Financials | 0.87% |
| 3 | Technology | 0.83% |
| 4 | Communication Services | 0.52% |
| 5 | Consumer Discretionary | 0.45% |
