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
VXF icon
176
Vanguard Extended Market ETF
VXF
$25.2B
$24.5K 0.02%
+117
ACN icon
177
Accenture
ACN
$132B
$22.8K 0.01%
+85
VFVA icon
178
Vanguard US Value Factor ETF
VFVA
$769M
$22.7K 0.01%
+171
CEG icon
179
Constellation Energy
CEG
$115B
$22.6K 0.01%
+64
AVDS icon
180
Avantis International Small Cap Equity ETF
AVDS
$239M
$21.2K 0.01%
+303
SHY icon
181
iShares 1-3 Year Treasury Bond ETF
SHY
$24.8B
$20.5K 0.01%
+248
TXN icon
182
Texas Instruments
TXN
$175B
$20K 0.01%
+115
TSLA icon
183
Tesla
TSLA
$1.49T
$19.3K 0.01%
+43
TECK icon
184
Teck Resources
TECK
$24.7B
$19.3K 0.01%
+403
CRWD icon
185
CrowdStrike
CRWD
$108B
$18.8K 0.01%
+40
SPGM icon
186
State Street SPDR Portfolio MSCI Global Stock Market ETF
SPGM
$1.43B
$18.2K 0.01%
+237
DUK icon
187
Duke Energy
DUK
$103B
$18.2K 0.01%
+155
MFC icon
188
Manulife Financial
MFC
$56.5B
$18.1K 0.01%
+500
MO icon
189
Altria Group
MO
$111B
$17.3K 0.01%
+300
PM icon
190
Philip Morris
PM
$265B
$17K 0.01%
+106
AMT icon
191
American Tower
AMT
$87.9B
$16.7K 0.01%
+95
UNH icon
192
UnitedHealth
UNH
$260B
$16.2K 0.01%
+49
SBUX icon
193
Starbucks
SBUX
$113B
$16K 0.01%
+190
JPIB icon
194
JPMorgan International Bond Opportunities ETF
JPIB
$1.74B
$15.9K 0.01%
+326
VIG icon
195
Vanguard Dividend Appreciation ETF
VIG
$102B
$15.6K 0.01%
+71
PG icon
196
Procter & Gamble
PG
$357B
$14.3K 0.01%
+100
ELV icon
197
Elevance Health
ELV
$63.9B
$14K 0.01%
+40
FNDE icon
198
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$8.8B
$14K 0.01%
+388
SOLV icon
199
Solventum
SOLV
$12B
$13.9K 0.01%
+176
CYBR
200
DELISTED
CyberArk
CYBR
$13.4K 0.01%
+30