FMN

Financial Management Network Portfolio holdings

AUM $632M
1-Year Est. Return 15.21%
This Quarter Est. Return
1 Year Est. Return
+15.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$417M
AUM Growth
+$19.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$4.56M
2
+$4.47M
3
+$2.71M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$2.4M
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$2.18M

Top Sells

1
+$4.42M
2
+$3.77M
3
+$3.65M
4
DURA icon
VanEck Durable High Dividend ETF
DURA
+$3.03M
5
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$2.5M

Sector Composition

1 Technology 8.25%
2 Financials 4.39%
3 Consumer Discretionary 2.65%
4 Communication Services 2.14%
5 Industrials 1.3%
Name Market Value Portfolio Weight Shares or Principal Change
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