FMN
Financial Management Network Portfolio holdings
AUM
$558M
This Quarter Return
+7%
1 Year Return
+11.09%
3 Year Return
+54.91%
5 Year Return
–
10 Year Return
–
AUM
$287M
AUM Growth
+$287M
(+15%)
Cap. Flow
+$20.1M
Cap. Flow
% of AUM
7.02%
Top 10 Holdings %
Top 10 Hldgs %
48.39%
Holding
145
New
19
Increased
57
Reduced
50
Closed
5
Top Buys
| 1 |
Ares Capital
ARCC
|
$3.12M |
| 2 |
Costco
COST
|
$2.83M |
| 3 |
VanEck Morningstar Wide Moat ETF
MOAT
|
$2.12M |
| 4 |
Capital Group International Focus Equity ETF
CGXU
|
$1.72M |
| 5 |
VanEck Morningstar SMID Moat ETF
SMOT
|
$1.56M |
Top Sells
Sector Composition
| 1 | Technology | 8.15% |
| 2 | Financials | 5.49% |
| 3 | Consumer Discretionary | 3.83% |
| 4 | Real Estate | 2.34% |
| 5 | Communication Services | 1.67% |
