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
$249M
AUM Growth
+$24.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$7.88M
2
+$3.07M
3
+$2.27M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$1.84M
5
CGXU icon
Capital Group International Focus Equity ETF
CGXU
+$1.43M

Top Sells

1
+$2.71M
2
+$2.5M
3
+$2.25M
4
FRTY icon
Alger Mid Cap 40 ETF
FRTY
+$1.77M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.38M

Sector Composition

1 Technology 7.8%
2 Financials 4.16%
3 Consumer Discretionary 3.74%
4 Real Estate 2.65%
5 Communication Services 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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