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
176
$18.5K 0.02%
+319
177
$18.2K 0.02%
+190
178
$18.2K 0.02%
+452
179
$17.8K 0.02%
+381
180
$17.7K 0.02%
+353
181
$17.4K 0.02%
+34
182
$16.9K 0.02%
+50
183
$16.3K 0.02%
+385
184
$15.6K 0.02%
+596
185
$15.2K 0.01%
+116
186
$15.1K 0.01%
+102
187
$15K 0.01%
+155
188
$14.7K 0.01%
+100
189
$14.5K 0.01%
+200
190
$14.2K 0.01%
+185
191
$14K 0.01%
+103
192
$13.8K 0.01%
+240
193
$12.7K 0.01%
+56
194
$12.1K 0.01%
+300
195
$11.9K 0.01%
+86
196
$11.6K 0.01%
+99
197
$11.1K 0.01%
+500
198
$10.7K 0.01%
+83
199
$10.7K 0.01%
+120
200
$10.7K 0.01%
+297
6 7
8
9 10