FMN

Financial Management Network Portfolio holdings

AUM $632M
1-Year Est. Return 15.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$444M
AUM Growth
-$36.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$4.83M
2
+$4.36M
3
+$4.29M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$3.62M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.71M

Top Sells

1
+$5.57M
2
+$1.57M
3
+$602K
4
AAPL icon
Apple
AAPL
+$553K
5
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$480K

Sector Composition

1 Technology 6%
2 Financials 4.9%
3 Consumer Discretionary 2.69%
4 Communication Services 1.65%
5 Industrials 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$41.1K 0.01%
52,200
152
$30K 0.01%
30,060
+7,750
153
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164
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-3,136
165
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-3,515
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