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
$805M
AUM Growth
+$76.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,073
New
Increased
Reduced
Closed

Top Buys

1
+$26.8M
2
+$22.4M
3
+$19.8M
4
BBAX icon
JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF
BBAX
+$7.13M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$6.93M

Top Sells

1
+$21.8M
2
+$17.6M
3
+$8.2M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$7.43M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$7.09M

Sector Composition

1 Technology 2.61%
2 Financials 1.68%
3 Healthcare 1.01%
4 Energy 1%
5 Consumer Discretionary 0.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$70K 0.01%
487
+16
227
$70K 0.01%
5,401
228
$68K 0.01%
3,559
229
$67K 0.01%
3,047
-2,802
230
$66K 0.01%
1,358
231
$66K 0.01%
1,070
232
$66K 0.01%
351
+17
233
$66K 0.01%
261
+20
234
$65K 0.01%
193
235
$64K 0.01%
451
236
$63K 0.01%
127
+6
237
$62K 0.01%
1,317
-60
238
$62K 0.01%
1,375
+149
239
$61K 0.01%
1,063
-34
240
$60K 0.01%
+675
241
$60K 0.01%
96
+2
242
$60K 0.01%
67
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243
$58K 0.01%
+2,291
244
$58K 0.01%
464
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245
$58K 0.01%
404
246
$58K 0.01%
1,108
-10
247
$57K 0.01%
+1,187
248
$57K 0.01%
254
+1
249
$57K 0.01%
+1,570
250
$56K 0.01%
+627
8 9
10
11 12