FMP

Financial Management Professionals Portfolio holdings

AUM $961M
1-Year Est. Return 15.51%
This Quarter Est. Return
1 Year Est. Return
+15.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$489M
AUM Growth
+$51.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,160
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$13.6M
3
+$9.88M
4
VT icon
Vanguard Total World Stock ETF
VT
+$9.22M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$8.83M

Top Sells

1
+$20.6M
2
+$13.4M
3
+$8.51M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$6.66M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.68M

Sector Composition

1 Financials 2.19%
2 Technology 2.04%
3 Healthcare 1.38%
4 Energy 1.36%
5 Consumer Staples 0.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$52K 0.01%
1,012
227
$52K 0.01%
695
+300
228
$50K 0.01%
304
229
$50K 0.01%
1,422
+541
230
$50K 0.01%
146
231
$50K 0.01%
1,000
232
$50K 0.01%
+4,736
233
$49K 0.01%
1,473
+6
234
$49K 0.01%
320
235
$48K 0.01%
912
+29
236
$48K 0.01%
279
237
$48K 0.01%
642
-7
238
$48K 0.01%
407
-4
239
$48K 0.01%
1,435
-18
240
$48K 0.01%
6,528
-65
241
$47K 0.01%
479
-16
242
$47K 0.01%
1,209
-12
243
$47K 0.01%
242
+117
244
$45K 0.01%
1,500
245
$44K 0.01%
373
-438
246
$43K 0.01%
3,616
247
$43K 0.01%
450
248
$43K 0.01%
1,698
+1,260
249
$43K 0.01%
1,147
+47
250
$41K 0.01%
1,311
+1,096
8 9
10
11 12