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
$137M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$2.39M
2
+$1.2M
3
+$970K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$862K
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$782K

Top Sells

1
+$111K
2
+$83K
3
+$65.8K
4
META icon
Meta Platforms (Facebook)
META
+$55.5K
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$41.9K

Sector Composition

1 Industrials 1.03%
2 Technology 0.68%
3 Financials 0.67%
4 Communication Services 0.54%
5 Consumer Discretionary 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$54.5K 0.04%
1,255
+478
127
$52.7K 0.04%
441
128
$51.3K 0.04%
683
+164
129
$50.9K 0.04%
531
+3
130
$48.6K 0.04%
1,984
131
$48.4K 0.04%
1,600
132
$47.9K 0.04%
433
133
$45.2K 0.03%
1,008
+62
134
$44.9K 0.03%
534
135
$43.8K 0.03%
1,472
+734
136
$43.8K 0.03%
975
137
$43.8K 0.03%
456
-68
138
$43.7K 0.03%
400
139
$43.4K 0.03%
604
140
$40.8K 0.03%
137
141
$40.3K 0.03%
145
142
$39.5K 0.03%
200
143
$38.6K 0.03%
901
144
$36.9K 0.03%
52
+6
145
$36.9K 0.03%
480
146
$36.8K 0.03%
182
-173
147
$33.8K 0.02%
599
148
$33.4K 0.02%
68
+18
149
$33.3K 0.02%
74
-37
150
$32.1K 0.02%
188
4 5
6
7 8