MCM

MidAtlantic Capital Management Portfolio holdings

AUM $141M
1-Year Est. Return 12.24%
This Quarter Est. Return
1 Year Est. Return
+12.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$103M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$9.04M
2
+$6.81M
3
+$6.08M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$4.98M
5
IJR icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$47.7K 0.05%
+433
127
$45.9K 0.04%
+65
128
$45.1K 0.04%
+500
129
$43.6K 0.04%
+160
130
$40K 0.04%
+946
131
$39.1K 0.04%
+350
132
$38.9K 0.04%
+400
133
$38.8K 0.04%
+65
134
$37K 0.04%
+601
135
$36.8K 0.04%
+975
136
$36.2K 0.04%
+534
137
$34.8K 0.03%
+111
138
$33.5K 0.03%
+145
139
$32.3K 0.03%
+640
140
$31.1K 0.03%
+901
141
$31K 0.03%
+200
142
$30.9K 0.03%
+524
143
$30.4K 0.03%
+480
144
$30.2K 0.03%
+2,791
145
$29.8K 0.03%
+85
146
$29.6K 0.03%
+137
147
$29.3K 0.03%
+236
148
$28.9K 0.03%
+783
149
$28.3K 0.03%
+192
150
$28.3K 0.03%
+50
4 5
6
7 8