FMN

Financial Management Network Portfolio holdings

AUM $632M
1-Year Est. Return 15.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$197M
AUM Growth
-$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$825K
3
+$692K
4
FDEM icon
Fidelity Emerging Markets Multifactor ETF
FDEM
+$533K
5
AMZN icon
Amazon
AMZN
+$522K

Top Sells

1
+$4.48M
2
+$2.7M
3
+$2.2M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.42M
5
SPDW icon
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.41M

Sector Composition

1 Technology 11.09%
2 Consumer Discretionary 6.8%
3 Financials 4.9%
4 Communication Services 3.17%
5 Healthcare 1.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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135
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-8,950
139
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-11,907
2 3 4 5
6