Financial Management Network Inc has filed its 13F form on April 22, 2024 for Q1 2024 where it was disclosed a total value porftolio of $373 Million distributed in 154 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 $40.7M, Ishares Core S&P 500 ETF with a value of $33.7M, Pacer Fds Tr Pacer Us Small Ca with a value of $19.1M, Ishares Core S&P Mid Cap ETF with a value of $15.9M, and Pacer Fds Tr Global Cash Cows with a value of $15.6M.
Examining the 13F form we can see an increase of $47.8M in the current position value, from $325M to 373M.
Below you can find more details about Financial Management Network Inc portfolio as well as his latest detailed transactions.
Portfolio value
$373 Million
ETFs: $277 Million
Technology: $29.3 Million
Financial Services: $21.6 Million
Consumer Cyclical: $12 Million
Communication Services: $7.82 Million
Real Estate: $6.32 Million
Industrials: $5.49 Million
Consumer Defensive: $5.25 Million
Other: $8.82 Million
Stock Holdings Table Market Cap. of $200 Billions or more