Financial Management Network Inc has filed its 13F form on July 22, 2024 for Q2 2024 where it was disclosed a total value porftolio of $374 Million distributed in 149 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vaneck Morningstar Wide Moat E with a value of $40.9M, Ishares Core S&P 500 ETF with a value of $39.4M, Ishares Core S&P Mid Cap ETF with a value of $15.3M, Pacer Fds Tr Global Cash Cows with a value of $14.6M, and Pacer Fds Tr Pacer Us Small Ca with a value of $14.3M.
Examining the 13F form we can see an increase of $310K in the current position value, from $373M to 374M.
Below you can find more details about Financial Management Network Inc portfolio as well as his latest detailed transactions.
Portfolio value
$374 Million
ETFs: $282 Million
Technology: $32.7 Million
Financial Services: $17.2 Million
Consumer Cyclical: $10.4 Million
Communication Services: $8.55 Million
Real Estate: $5.51 Million
Industrials: $5.44 Million
Healthcare: $5.08 Million
Other: $4.3 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions