StockDriftsStockDriftsTop 50 Financial Management Network Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 9.45% | 90.3K | $61.7M | -1.26%(-1.16K) | $438.75(+65.69%) | 2026-03-31 | |
| MOAT | VANECK ETF TRUST | 7.14% | 471.3K | $46.6M | -2.57%(-12.41K) | $69.93(+42.88%) | 2026-03-31 | |
| AVUV | AMERICAN CENTY ETF TR | 5.06% | 286.2K | $33.0M | +2.92%(+8.12K) | $92.06(+30.52%) | 2026-03-31 | |
| IJH | ISHARES TR | 4.23% | 391.2K | $27.6M | -1.46%(-5.79K) | $49.88(+46.90%) | 2026-03-31 | |
| IJR | ISHARES TR | 3.78% | 188.6K | $24.7M | -1.78%(-3.43K) | $102.24(+35.08%) | 2026-03-31 | |
| AVDV | AMERICAN CENTY ETF TR | 3.75% | 233.3K | $24.5M | -2.20%(-5.24K) | $61.91(+71.38%) | 2026-03-31 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 2.94% | 231.4K | $19.2M | +4.42%(+9.80K) | $81.20(+1.61%) | 2026-03-31 | |
| SMOT | VANECK ETF TRUST | 2.63% | 476.2K | $17.2M | -14.96%(-83.80K) | $29.35(+27.62%) | 2026-03-31 | |
| BINC | BLACKROCK ETF TRUST II | 2.63% | 328.5K | $17.2M | +5.36%(+16.70K) | $52.59(-0.93%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.6% | 65.1K | $17.0M | -3.26%(-2.19K) | $137.27(+107.02%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.29% | +37.83% |
| Top 20 Holdings Unweighted | +12.06% | +40.73% |
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