MCM
MidAtlantic Capital Management Portfolio holdings
AUM
$141M
1-Year Return
12.24%
This Quarter Return
+0.49%
1 Year Return
+12.24%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$137M
AUM Growth
-$387K
(-0.28%)
Cap. Flow
-$933K
Cap. Flow
% of AUM
-0.68%
Top 10 Holdings %
Top 10 Hldgs %
45.73%
Holding
250
New
9
Increased
48
Reduced
41
Closed
4
Top Buys
Top Sells
| 1 |
Schwab US Large-Cap Growth ETF
SCHG
|
$1.79M |
| 2 |
Vanguard Growth ETF
VUG
|
$737K |
| 3 |
Exxon Mobil
XOM
|
$137K |
| 4 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$121K |
| 5 |
JPMorgan Core Plus Bond ETF
JCPB
|
$110K |
Sector Composition
| 1 | Industrials | 1.02% |
| 2 | Technology | 0.7% |
| 3 | Financials | 0.69% |
| 4 | Communication Services | 0.57% |
| 5 | Consumer Discretionary | 0.36% |
