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
$478M
AUM Growth
+$61.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1 +$6.29M
2 +$4.46M
3 +$4.02M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$3.89M
5
BINC icon
BlackRock Flexible Income ETF
BINC
+$3.57M

Top Sells

1 +$2.37M
2 +$1.84M
3 +$1.81M
4
APO icon
Apollo Global Management
APO
+$683K
5
GCOW icon
Pacer Global Cash Cows Dividend ETF
GCOW
+$512K

Sector Composition

1 Technology 7.26%
2 Financials 5.22%
3 Consumer Discretionary 2.62%
4 Communication Services 1.72%
5 Consumer Staples 1.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-2,598