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
151
$27.1K 0.03%
+521
152
$24.4K 0.02%
+183
153
$24.3K 0.02%
+930
154
$24.1K 0.02%
+17
155
$23.9K 0.02%
+96
156
$23.7K 0.02%
+45
157
$23.3K 0.02%
+107
158
$23.3K 0.02%
+118
159
$23.1K 0.02%
+481
160
$23K 0.02%
+232
161
$23K 0.02%
+135
162
$22.9K 0.02%
+353
163
$22.2K 0.02%
+74
164
$22K 0.02%
+200
165
$20.8K 0.02%
+289
166
$20.5K 0.02%
+95
167
$20.4K 0.02%
+471
168
$20.2K 0.02%
+240
169
$19.8K 0.02%
+103
170
$19.6K 0.02%
+779
171
$19.4K 0.02%
+222
172
$19.2K 0.02%
+117
173
$19.2K 0.02%
+429
174
$18.9K 0.02%
+701
175
$18.9K 0.02%
+40
5 6
7
8 9