FMN
Financial Management Network Portfolio holdings
AUM
$558M
This Quarter Return
-3.01%
1 Year Return
+11.09%
3 Year Return
+54.91%
5 Year Return
–
10 Year Return
–
AUM
$444M
AUM Growth
+$444M
(-7.6%)
Cap. Flow
+$25.7M
Cap. Flow
% of AUM
5.78%
Top 10 Holdings %
Top 10 Hldgs %
44.9%
Holding
166
New
6
Increased
80
Reduced
52
Closed
13
Top Buys
| 1 |
iShares Core S&P Small-Cap ETF
IJR
|
$4M |
| 2 |
Ares Capital
ARCC
|
$3.71M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$3.68M |
| 4 |
Avantis US Small Cap Value ETF
AVUV
|
$2.97M |
| 5 |
BlackRock Flexible Income ETF
BINC
|
$2.31M |
Top Sells
Sector Composition
| 1 | Technology | 6% |
| 2 | Financials | 4.9% |
| 3 | Consumer Discretionary | 2.69% |
| 4 | Communication Services | 1.65% |
| 5 | Industrials | 1.01% |
