FMA

FNY Managed Accounts Portfolio holdings

AUM $81.6M
1-Year Est. Return 11.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$32.6M
AUM Growth
+$7.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1 +$3.71M
2 +$2.43M
3 +$2.29M
4
TM icon
Toyota
TM
+$1.57M
5
BSBR icon
Santander
BSBR
+$1.05M

Top Sells

1 +$7.74M
2 +$4.6M
3 +$1.08M
4
WOLF icon
Wolfspeed
WOLF
+$1.04M
5
SINA
Sina Corp
SINA
+$792K

Sector Composition

1 Technology 25.27%
2 Healthcare 18.27%
3 Communication Services 17.27%
4 Consumer Discretionary 9.09%
5 Energy 8.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-78,200
127
0
128
0
129
0
130
0
131
0
132
0
133
-25,000
134
-4,000
135
0
136
-1,500
137
-55,000
138
0
139
0
140
0
141
0
142
-40,180
143
-833
144
-6,000
145
-5,000
146
0
147
-430
148
-245,914
149
0
150
0