FM
Family Management Portfolio holdings
AUM $606M
AUM
$606M
AUM Growth
-$11.6M (-2%)
Cap. Flow
+$27.2M
Cap. Flow % of AUM
4.49%
Top 10 Holdings %Top 10 Hldgs %
42.69%
Holding
226
New
36
Increased
68
Reduced
51
Closed
17
Top Buys
| 1 | $6.37M | |
| 2 | $5.31M | |
| 3 | $4.97M | |
| 4 | $4.11M | |
| 5 | $3.44M |
Top Sells
| 1 | $17.9M | |
| 2 | $5.21M | |
| 3 | $4.15M | |
| 4 | $3.27M | |
| 5 | $3.17M |
Sector Composition
| 1 | Technology | 14.69% |
| 2 | Financials | 8.83% |
| 3 | Healthcare | 5.09% |
| 4 | Communication Services | 4.71% |
| 5 | Consumer Discretionary | 4.69% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $0 | 0% | 0 -672 | Closed | – |
