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
EXC icon
201
Exelon
EXC
$50.5B
$12.9K 0.01%
+297
BMNR
202
BitMine Immersion Technologies
BMNR
$8.59B
$11.9K 0.01%
+438
IGIC icon
203
International General Insurance
IGIC
$1.05B
$11.3K 0.01%
+450
MDLZ icon
204
Mondelez International
MDLZ
$74.9B
$10.8K 0.01%
+200
CB icon
205
Chubb
CB
$128B
$10.6K 0.01%
+34
QSR icon
206
Restaurant Brands International
QSR
$25.6B
$10.6K 0.01%
+155
T icon
207
AT&T
T
$200B
$9.94K 0.01%
+400
BP icon
208
BP
BP
$104B
$9.45K 0.01%
+272
AGCO icon
209
AGCO
AGCO
$8.97B
$8.76K 0.01%
+84
OC icon
210
Owens Corning
OC
$8.82B
$7.61K ﹤0.01%
+68
KMX icon
211
CarMax
KMX
$5.98B
$7.15K ﹤0.01%
+185
SPHY icon
212
State Street SPDR Portfolio High Yield Bond ETF
SPHY
$10.7B
$6.75K ﹤0.01%
+285
IWD icon
213
iShares Russell 1000 Value ETF
IWD
$68.4B
$6.52K ﹤0.01%
+31
LHX icon
214
L3Harris
LHX
$68.5B
$6.46K ﹤0.01%
+22
DGX icon
215
Quest Diagnostics
DGX
$21.9B
$6.07K ﹤0.01%
+35
OTIS icon
216
Otis Worldwide
OTIS
$34.7B
$5.24K ﹤0.01%
+60
IWL icon
217
iShares Russell Top 200 ETF
IWL
$2B
$4.95K ﹤0.01%
+29
LOW icon
218
Lowe's Companies
LOW
$141B
$4.82K ﹤0.01%
+20
VLTO icon
219
Veralto
VLTO
$23.4B
$4.79K ﹤0.01%
+48
TRV icon
220
Travelers Companies
TRV
$66.2B
$4.35K ﹤0.01%
+15
FTV icon
221
Fortive
FTV
$17.7B
$3.98K ﹤0.01%
+72
KVUE icon
222
Kenvue
KVUE
$35.2B
$3.59K ﹤0.01%
+208
WBD icon
223
Warner Bros
WBD
$69.3B
$2.77K ﹤0.01%
+96
TM icon
224
Toyota
TM
$286B
$2.57K ﹤0.01%
+12
VVV icon
225
Valvoline
VVV
$4.49B
$2.3K ﹤0.01%
+79