FINANCIAL MANAGEMENT, INC.

PrivateCIK: 2143070
Location

LITTLE ROCK, AR

39
Positions
$106.46M
Total AUM (reported)
1.85M
Total Shares

Allocation by class

TOTAL AUM$106.46M39 positions
STATE STREET SPD$18.73M17.6%
CORE MSCI INTL$10.02M9.4%
COM$9.42M8.8%
MSCI INTL QUALTY$9.30M8.7%
UNIT SER 1$8.74M8.2%
US MID CP MLTFCT$8.49M8.0%
S&P500 QUALITY$6.29M5.9%

Portfolio Concentration

Top 326.4%4–1041.7%11–2527.3%Rest4.7%TOP 1068.0%0%100%
Top 3$28.06M26.4%
4–10$44.37M41.7%
11–25$29.05M27.3%
Rest$4.99M4.7%

Top 3 weight

26.4%

Top 10 weight

68.0%

Voting Authority Distribution

Total shares with voting rights: 1.85M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

1.85M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole39
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings39
Rows:

ISHARES TR

SOLE
CORE MSCI INTL
Shares119.87K
TypeSH
Market value$10.02M
9.41%
Sole
0.00
Shared
0.00
None
119.87K

ISHARES TR

SOLE
MSCI INTL QUALTY
Shares201.21K
TypeSH
Market value$9.30M
8.74%
Sole
0.00
Shared
0.00
None
201.21K

INVESCO QQQ TR

SOLE
UNIT SER 1
Shares15.14K
TypeSH
Market value$8.74M
8.21%
Sole
0.00
Shared
0.00
None
15.14K

FRANKLIN TEMPLETON ETF TR

SOLE
US MID CP MLTFCT
Shares154.62K
TypeSH
Market value$8.49M
7.98%
Sole
0.00
Shared
0.00
None
154.62K

SPDR SERIES TRUST

SOLE
STATE STREET SPD
Shares281.28K
TypeSH
Market value$8.46M
7.94%
Sole
0.00
Shared
0.00
None
281.28K

INVESCO EXCHANGE TRADED FD T

SOLE
S&P500 QUALITY
Shares83.70K
TypeSH
Market value$6.29M
5.91%
Sole
0.00
Shared
0.00
None
83.70K

INVESCO EXCHANGE TRADED FD T

SOLE
S&P MDCP QUALITY
Shares59.97K
TypeSH
Market value$6.20M
5.82%
Sole
0.00
Shared
0.00
None
59.97K

SPDR SERIES TRUST

SOLE
STATE STREET SPD
Shares232.57K
TypeSH
Market value$5.81M
5.46%
Sole
0.00
Shared
0.00
None
232.57K

FIRST TR EXCHANGE-TRADED ALP

SOLE
SML CP GRW ALP
Shares48.05K
TypeSH
Market value$4.66M
4.38%
Sole
0.00
Shared
0.00
None
48.05K

SPDR INDEX SHS FDS

SOLE
STATE STREET SPD
Shares95.05K
TypeSH
Market value$4.46M
4.19%
Sole
0.00
Shared
0.00
None
95.05K

SCHWAB STRATEGIC TR

SOLE
US TIPS ETF
Shares157.39K
TypeSH
Market value$4.19M
3.93%
Sole
0.00
Shared
0.00
None
157.39K

ISHARES TR

SOLE
ISHS 5-10YR INVT
Shares63.62K
TypeSH
Market value$3.39M
3.18%
Sole
0.00
Shared
0.00
None
63.62K

ISHARES TR

SOLE
CRE U S REIT ETF
Shares53.74K
TypeSH
Market value$3.18M
2.99%
Sole
0.00
Shared
0.00
None
53.74K

WALMART INC

SOLE
COM
Shares23.21K
TypeSH
Market value$2.88M
2.71%
Sole
0.00
Shared
0.00
None
23.21K

JANUS DETROIT STR TR

SOLE
HENDERSON MTG
Shares46.45K
TypeSH
Market value$2.10M
1.97%
Sole
0.00
Shared
0.00
None
46.45K

ISHARES TR

SOLE
RESIDENTIAL MULT
Shares23.35K
TypeSH
Market value$1.94M
1.82%
Sole
0.00
Shared
0.00
None
23.35K

NVIDIA CORPORATION

SOLE
COM
Shares10.32K
TypeSH
Market value$1.80M
1.69%
Sole
0.00
Shared
0.00
None
10.32K

WASTE MGMT INC DEL

SOLE
COM
Shares7.83K
TypeSH
Market value$1.80M
1.69%
Sole
0.00
Shared
0.00
None
7.83K

FIRST TR EXCHANGE TRADED FD

SOLE
SMID RISNG ETF
Shares44.34K
TypeSH
Market value$1.75M
1.64%
Sole
0.00
Shared
0.00
None
44.34K

ALPHABET INC

SOLE
CAP STK CL A
Shares5.02K
TypeSH
Market value$1.44M
1.35%
Sole
0.00
Shared
0.00
None
5.02K

APPLE INC

SOLE
COM
Shares5.39K
TypeSH
Market value$1.37M
1.28%
Sole
0.00
Shared
0.00
None
5.39K

VANGUARD INDEX FDS

SOLE
MID CAP ETF
Shares4.46K
TypeSH
Market value$1.28M
1.20%
Sole
0.00
Shared
0.00
None
4.46K

FIDELITY COVINGTON TRUST

SOLE
HIGH DIVID ETF
Shares12.61K
TypeSH
Market value$696.5K
0.65%
Sole
0.00
Shared
0.00
None
12.61K

VANGUARD INDEX FDS

SOLE
SMALL CP ETF
Shares2.35K
TypeSH
Market value$616.4K
0.58%
Sole
0.00
Shared
0.00
None
2.35K

FIRST TR EXCHANGE-TRADED FD

SOLE
WTR ETF
Shares5.95K
TypeSH
Market value$613.5K
0.58%
Sole
0.00
Shared
0.00
None
5.95K
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