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
$193M
AUM Growth
+$30.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1 +$3.52M
2 +$2.56M
3 +$2.33M
4
FRTY icon
Alger Mid Cap 40 ETF
FRTY
+$2.16M
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$1.58M

Sector Composition

1 Technology 9.43%
2 Financials 6.31%
3 Consumer Discretionary 5.84%
4 Communication Services 3.87%
5 Industrials 2.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-83,822
127
-397
128
-7,444
129
-22,535