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
201
$9.97K 0.01%
+106
202
$9.91K 0.01%
+75
203
$9.63K 0.01%
+272
204
$9.63K 0.01%
+607
205
$7.93K 0.01%
+48
206
$7.41K 0.01%
+210
207
$7.16K 0.01%
+59
208
$7.09K 0.01%
+199
209
$6.71K 0.01%
+400
210
$6.34K 0.01%
+147
211
$6.17K 0.01%
+264
212
$5.8K 0.01%
+450
213
$5.73K 0.01%
+14
214
$5.64K 0.01%
+114
215
$5.52K 0.01%
+68
216
$5.48K 0.01%
+62
217
$5.3K 0.01%
+72
218
$4.68K ﹤0.01%
+94
219
$4.63K ﹤0.01%
+22
220
$4.48K ﹤0.01%
+208
221
$4.12K ﹤0.01%
+22
222
$3.95K ﹤0.01%
+48
223
$3.67K ﹤0.01%
+60
224
$3.14K ﹤0.01%
+237
225
$2.97K ﹤0.01%
+79
6 7 8
9
10