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Home > Institutional Investor > Mid Atlantic Financial Management Incv > Profile

Instuitional Investor - Mid Atlantic Financial Management Incv

Fund Profile
Filing Period:
Fund Name: Mid Atlantic Financial Management Incv
Portfolio Value $1,493,872,000
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 385,136 $54,497,000 3.64%
2.
Spdr S & P 500 Etf Trust
 SPY 115,004 $49,353,000 3.3%
3.
Vanguard Index Fds
 99,855 $39,383,000 2.63%
4.
Vanguard Index Fds
 278,583 $37,712,000 2.52%
5.
Spdr Index Shs Fds
 477,888 $35,913,000 2.4%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)