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
151
$31.9K 0.02%
745
152
$31.5K 0.02%
644
+263
153
$30.1K 0.02%
+34
154
$30K 0.02%
85
155
$30K 0.02%
58
-70
156
$29.2K 0.02%
582
-119
157
$29.1K 0.02%
240
158
$28.7K 0.02%
+58
159
$27.9K 0.02%
103
-57
160
$27.9K 0.02%
135
161
$27.9K 0.02%
+713
162
$27.2K 0.02%
+70
163
$26.1K 0.02%
+2,250
164
$25.6K 0.02%
353
165
$24.5K 0.02%
390
166
$24K 0.02%
219
167
$23.5K 0.02%
15
-2
168
$23.4K 0.02%
+74
169
$23.1K 0.02%
118
170
$22.8K 0.02%
200
171
$22.5K 0.02%
484
+1
172
$22.1K 0.02%
95
173
$21.3K 0.02%
117
174
$21.2K 0.02%
+213
175
$20.8K 0.02%
40
5 6
7
8 9