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
$37.7M
AUM Growth
+$2.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1 +$10M
2 +$5.22M
3 +$3.08M
4
VZ icon
Verizon
VZ
+$2M
5
NOK icon
Nokia
NOK
+$1.5M

Sector Composition

1 Communication Services 24.23%
2 Technology 15.85%
3 Financials 14.02%
4 Industrials 3.33%
5 Healthcare 2.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$3K 0.01%
+75
102
$2K 0.01%
+100
103
$2K 0.01%
+40
104
$2K 0.01%
+108
105
$1K ﹤0.01%
+190
106
$1K ﹤0.01%
+10
107
$1K ﹤0.01%
+25
108
$1K ﹤0.01%
+25
109
$1K ﹤0.01%
+16
110
$1K ﹤0.01%
+68
111
$1K ﹤0.01%
20
-36,980
112
$1K ﹤0.01%
+20
113
-10,000
114
$0 ﹤0.01%
+100
115
-5,000
116
-1,000
117
-5,000
118
-1,000
119
-1,500
120
0
121
-2,500
122
-30,000
123
-11,800
124
-5,000
125
0