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
-$387K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1
+$354K
2
+$248K
3
+$248K
4
JBND icon
JPMorgan Active Bond ETF
JBND
+$149K
5
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$119K

Top Sells

1
+$1.79M
2
+$737K
3
+$137K
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$121K
5
JCPB icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$21.6K 0.02%
115
-20
177
$21.4K 0.02%
486
+2
178
$20.7K 0.02%
432
179
$20.3K 0.01%
248
+20
180
$19.2K 0.01%
118
181
$18.9K 0.01%
320
182
$18.9K 0.01%
452
183
$18.6K 0.01%
157
184
$17.4K 0.01%
95
185
$17.3K 0.01%
190
186
$16.8K 0.01%
100
187
$16.7K 0.01%
155
188
$16.6K 0.01%
157
189
$16.2K 0.01%
123
190
$15.7K 0.01%
300
191
$15.4K 0.01%
500
192
$15.1K 0.01%
185
193
$15K 0.01%
237
194
$14.8K 0.01%
40
195
$14.4K 0.01%
355
196
$14.4K 0.01%
52
197
$14.3K 0.01%
64
198
$13.7K 0.01%
70
-265
199
$13.7K 0.01%
40
200
$12.8K 0.01%
106
6 7
8
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