Long-term investor
Financial Management Network Inc. @financialmanagementnetwo
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001844831).
Record
- Tracked since 2025-12-31 (257 days), 28 trades recorded
- Returns: week n/a · month n/a · 90 days +5.9% · 6 months n/a · 1 year n/a · all +7.0%
- Max drawdown n/a · win rate 7% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- IVV · 9.9% · long · since 2025-12-31
- AVUV · 5.1% · long · since 2025-12-31
- AVLV · 4.3% · long · since 2025-12-31
- IJH · 4.2% · long · since 2025-12-31
- IJR · 3.9% · long · since 2025-12-31
- AVDV · 3.6% · long · since 2025-12-31
- AAPL · 3.1% · long · since 2025-12-31
- VCIT · 2.7% · long · since 2025-12-31
- BINC · 2.6% · long · since 2025-12-31
- CGXU · 2.3% · long · since 2025-12-31
- AVMV · 2.2% · long · since 2025-12-31
- MOAT · 2.2% · long · since 2025-12-31