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
176
$20.7K 0.02%
452
177
$19.8K 0.01%
157
-26
178
$19.8K 0.01%
+432
179
$19K 0.01%
228
-51
180
$18.9K 0.01%
157
+87
181
$18.5K 0.01%
355
+13
182
$18.5K 0.01%
190
183
$18K 0.01%
52
184
$17.9K 0.01%
155
185
$17.3K 0.01%
100
186
$17K 0.01%
320
187
$16.6K 0.01%
64
188
$15.9K 0.01%
90
-12
189
$15.7K 0.01%
+17
190
$15.6K 0.01%
123
-171
191
$15.3K 0.01%
237
192
$15.3K 0.01%
300
193
$14.8K 0.01%
500
194
$14.7K 0.01%
200
195
$14.3K 0.01%
185
196
$13.8K 0.01%
48
197
$12.9K 0.01%
106
198
$12.8K 0.01%
+396
199
$12K 0.01%
297
200
$11.4K 0.01%
+158
6 7
8
9 10