FMN

Financial Management Network Portfolio holdings

AUM $558M
1-Year Est. Return 11.09%
This Quarter Est. Return
1 Year Est. Return
+11.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$162M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1 +$15.4M
2 +$14.9M
3 +$10.9M
4
AAPL icon
Apple
AAPL
+$8.11M
5
VHT icon
Vanguard Health Care ETF
VHT
+$7.55M

Top Sells

No sells this quarter

Sector Composition

1 Technology 9.17%
2 Financials 6.27%
3 Consumer Discretionary 5.3%
4 Communication Services 3.63%
5 Consumer Staples 1.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$225K 0.14%
+893
102
$222K 0.14%
+3,600
103
$221K 0.14%
+2,092
104
$213K 0.13%
+4,855
105
$210K 0.13%
+3,125
106
$208K 0.13%
+1,259
107
$206K 0.13%
+417
108
$205K 0.13%
+397
109
$117K 0.07%
+10,767