FMN
Financial Management Network Portfolio holdings
AUM
$558M
1-Year Est. Return
11.09%
1 Year Est. Return
+11.09%
AUM
$558M
AUM Growth
+$114M
(+26%)
Holding
178
Top Buys
| 1 | +$8.47M | |
| 2 | +$3.95M | |
| 3 | +$2.83M | |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$2.7M |
| 5 |
Avantis US Small Cap Value ETF
AVUV
|
+$2.37M |
Top Sells
| 1 | +$2.3M | |
| 2 | +$1.71M | |
| 3 | +$1.67M | |
| 4 |
Apollo Global Management
APO
|
+$1.58M |
| 5 |
Vanguard California Tax-Exempt Bond ETF
VTEC
|
+$795K |
Sector Composition
| 1 | Technology | 6.74% |
| 2 | Financials | 4.57% |
| 3 | Consumer Discretionary | 2.61% |
| 4 | Communication Services | 1.67% |
| 5 | Industrials | 1.2% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
176
Apollo Global Management
APO
$69.4B
| – | – |
-14,037
|
|
||
177
Kraft Heinz
KHC
$30.2B
| – | – |
-8,944
|
|