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
201
-500
202
-7,000
203
-163,235
204
-800
205
-5,093
206
-100
207
0
208
-4
209
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210
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0
212
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213
$0 ﹤0.01%
+10
214
$0 ﹤0.01%
+50
215
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0
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-147,509
218
-75,000
219
-10,000
220
-2,500
221
-5,000
222
-5,000
223
-63
224
-3,600
225
0