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
$156M
AUM Growth
+$9.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1 +$947K
2 +$456K
3 +$274K
4
WTV icon
WisdomTree US Value Fund
WTV
+$235K
5
JPM icon
JPMorgan Chase
JPM
+$186K

Sector Composition

1 Industrials 0.97%
2 Technology 0.71%
3 Financials 0.68%
4 Communication Services 0.54%
5 Consumer Discretionary 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
XMHQ icon
126
Invesco S&P MidCap Quality ETF
XMHQ
$5.15B
$77.1K 0.05%
+753
EVSD
127
Eaton Vance Short Duration Income ETF
EVSD
$1.01B
$76.8K 0.05%
+1,493
FIGB icon
128
Fidelity Investment Grade Bond ETF
FIGB
$435M
$76.4K 0.05%
+1,759
AMAT icon
129
Applied Materials
AMAT
$258B
$69.9K 0.04%
+272
VWO icon
130
Vanguard FTSE Emerging Markets ETF
VWO
$109B
$66.6K 0.04%
+1,238
XOM icon
131
Exxon Mobil
XOM
$630B
$63.2K 0.04%
+525
ANET icon
132
Arista Networks
ANET
$167B
$59.8K 0.04%
+456
MSFT icon
133
Microsoft
MSFT
$3.04T
$59.5K 0.04%
+123
SHYG icon
134
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.74B
$56.6K 0.04%
+1,319
UBER icon
135
Uber
UBER
$155B
$55.8K 0.04%
+683
ILCG icon
136
iShares Morningstar Growth ETF
ILCG
$2.8B
$55.6K 0.04%
+534
AVUV icon
137
Avantis US Small Cap Value ETF
AVUV
$22.5B
$54.2K 0.03%
+531
EMR icon
138
Emerson Electric
EMR
$77.8B
$53.1K 0.03%
+400
PWR icon
139
Quanta Services
PWR
$80.8B
$52.8K 0.03%
+125
IEI icon
140
iShares 3-7 Year Treasury Bond ETF
IEI
$18.4B
$52.6K 0.03%
+441
NUMG icon
141
Nuveen ESG Mid-Cap Growth ETF
NUMG
$358M
$50.6K 0.03%
+1,060
USB icon
142
US Bancorp
USB
$81.4B
$50.5K 0.03%
+946
FNDA icon
143
Schwab Fundamental US Small Company Index ETF
FNDA
$9.41B
$49.9K 0.03%
+1,585
NOW icon
144
ServiceNow
NOW
$130B
$49.8K 0.03%
+325
NFLX icon
145
Netflix
NFLX
$418B
$48.8K 0.03%
+520
DBMF icon
146
iMGP DBi Managed Futures Strategy ETF
DBMF
$3.07B
$48.4K 0.03%
+1,725
SCHO icon
147
Schwab Short-Term US Treasury ETF
SCHO
$12.3B
$48.4K 0.03%
+1,984
MCK icon
148
McKesson
MCK
$113B
$47.6K 0.03%
+58
NEAR icon
149
iShares Short Maturity Bond ETF
NEAR
$4.07B
$45.8K 0.03%
+897
ABBV icon
150
AbbVie
ABBV
$407B
$45.7K 0.03%
+200