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
151
-40,000
152
-12,500
153
$0 ﹤0.01%
+1
154
-1,000
155
-24,000
156
-6,000
157
0
158
-75
159
-20,000
160
0
161
-8,500
162
-5,000
163
-10,000
164
-425
165
-7,500
166
-16,400
167
0
168
-500
169
-1,953
170
-100
171
0
172
-10,000
173
0
174
-10
175
0