FMA

FNY Managed Accounts Portfolio holdings

AUM $81.6M
1-Year Est. Return 11.12%
This Quarter Est. Return
1 Year Est. Return
+11.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$102M
AUM Growth
-$6.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
503
New
Increased
Reduced
Closed

Top Buys

1 +$7.84M
2 +$3.92M
3 +$3.18M
4
EPC icon
Edgewell Personal Care
EPC
+$2.51M
5
COTY icon
Coty
COTY
+$2.5M

Sector Composition

1 Technology 30.12%
2 Communication Services 18.6%
3 Consumer Staples 14.68%
4 Consumer Discretionary 7.41%
5 Financials 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
-7,500
502
-500