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
$32.2M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
798
New
Increased
Reduced
Closed

Top Buys

1 +$695K
2 +$453K
3 +$407K
4
HIG icon
Hartford Financial Services
HIG
+$360K
5
UNH icon
UnitedHealth
UNH
+$344K

Top Sells

1 +$5.43M
2 +$3.25M
3 +$1.68M
4
SAP icon
SAP
SAP
+$778K
5
REV
Revlon, Inc.
REV
+$655K

Sector Composition

1 Consumer Discretionary 15.42%
2 Technology 15.35%
3 Industrials 12.98%
4 Consumer Staples 8.62%
5 Healthcare 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
651
$4K 0.01%
+340
652
$4K 0.01%
+110
653
$4K 0.01%
+437
654
$4K 0.01%
+100
655
$4K 0.01%
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656
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+1,000
657
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658
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659
$4K 0.01%
+285
660
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661
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662
$4K 0.01%
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663
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664
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665
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$3K 0.01%
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669
$3K 0.01%
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675
$3K 0.01%
+1,229