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
$569M
AUM Growth
-$29.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,120
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$6.94M
3
+$6.7M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$6.5M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$5.58M

Top Sells

1
+$11.4M
2
+$10.5M
3
+$7.86M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$7.78M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$6.72M

Sector Composition

1 Technology 2.47%
2 Financials 2.44%
3 Energy 1.44%
4 Healthcare 1.3%
5 Consumer Discretionary 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$61K 0.01%
307
227
$60K 0.01%
279
+137
228
$60K 0.01%
242
229
$60K 0.01%
1,498
+5
230
$59K 0.01%
1,593
+175
231
$59K 0.01%
802
232
$58K 0.01%
+2,623
233
$57K 0.01%
673
234
$56K 0.01%
329
-100
235
$56K 0.01%
5,045
+3,270
236
$56K 0.01%
295
237
$54K 0.01%
458
+448
238
$54K 0.01%
236
+5
239
$53K 0.01%
456
+20
240
$52K 0.01%
532
-18
241
$51K 0.01%
1,070
242
$51K 0.01%
1,494
+7
243
$51K 0.01%
704
-182
244
$50K 0.01%
1,000
245
$50K 0.01%
520
+44
246
$49K 0.01%
158
+3
247
$49K 0.01%
278
-38
248
$49K 0.01%
606
-419
249
$48K 0.01%
1,928
250
$48K 0.01%
147
8 9
10
11 12