Aryn Sands
Financial Management Network Inc
Assets Managed
$652.96M
Holdings
191
Last Quarter
2026 - Q1
Filed Date
29d ago
Growth Rate
3.33%(2Q avg: 3.77%)
Sustained Growth
4 quarters
Portfolio positions
This chart displays the top 10 holdings in Financial Management Network Inc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 191 positions.
Assets under management
The assets under management (AUM) of Financial Management Network Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 652.96M in assets, with a quarterly growth rate of 3.33% and a 2-quarter average growth rate of 3.77%. The portfolio is managed by Aryn Sands, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
IVV Ishares Core S&p 500 Etf
| 9.45% | $61.705M 90,342 shares@ $683.02 avg price | Decreased -1.26% |
MOAT Vaneck Morningstar Wide Moat
| 7.14% | $46.594M 471,314 shares@ $98.87 avg price | Decreased -2.56% |
AVUV Avantis Us Small Cap Value
| 5.07% | $33.045M 286,201 shares@ $115.47 avg price | Increased 2.92% |
IJH Ishares Core S&p Midcap Etf
| 4.24% | $27.644M 391,172 shares@ $70.68 avg price | Decreased -1.45% |
IJR Ishares Core S&p Small-cap E
| 3.78% | $24.655M 188,570 shares@ $130.75 avg price | Decreased -1.78% |
AVDV Avantis Intl S C Value Etf
| 3.76% | $24.492M 233,349 shares@ $104.96 avg price | Decreased -2.19% |
VCIT Vanguard Int-term Corporate
| 2.95% | $19.229M 231,448 shares@ $83.09 avg price | Increased 4.43% |
SMOT Vaneck Morningstar Smid Moat
| 2.64% | $17.205M 476,202 shares@ $36.14 avg price | Decreased -14.96% |
BINC Ishares Flex I A Etf-usd Inc
| 2.63% | $17.151M 328,498 shares@ $52.22 avg price | Increased 5.36% |
AAPL Apple Inc
| 2.6% | $16.952M 65,077 shares@ $260.5 avg price | Decreased -3.25% |
1-10 of 191