FMN
Financial Management Network Portfolio holdings
AUM
$558M
This Quarter Return
+13.33%
1 Year Return
+11.09%
3 Year Return
+54.91%
5 Year Return
–
10 Year Return
–
AUM
$162M
AUM Growth
–
Cap. Flow
+$162M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
49.86%
Holding
109
New
109
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
VanEck Morningstar Wide Moat ETF
MOAT
|
$15.4M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$14.9M |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
$10.9M |
| 4 |
Apple
AAPL
|
$8.11M |
| 5 |
Vanguard Health Care ETF
VHT
|
$7.55M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 9.17% |
| 2 | Financials | 6.27% |
| 3 | Consumer Discretionary | 5.3% |
| 4 | Communication Services | 3.63% |
| 5 | Consumer Staples | 1.87% |
