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 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
126
-2,827
127
-2,350
128
-32,865
129
-7,087
130
-10,628
131
-3,045
132
-4,437
133
-2,267
134
-143,513
135
-4,394
136
-4,936
137
-6,862
138
-151,863
139
-2,322