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
$197M
AUM Growth
+$3.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1 +$737K
2 +$540K
3 +$414K
4
EAGG icon
iShares ESG Aware US Aggregate Bond ETF
EAGG
+$292K
5
AMZN icon
Amazon
AMZN
+$284K

Sector Composition

1 Technology 9.86%
2 Financials 6.05%
3 Consumer Discretionary 6.02%
4 Communication Services 3.94%
5 Healthcare 1.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-24,640
127
-2,635
128
-15,000