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
$783M
AUM Growth
-$8.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,059
New
Increased
Reduced
Closed

Top Buys

1
+$28.9M
2
+$20.1M
3
+$6.66M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$4.83M
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$3.81M

Top Sells

1
+$19.7M
2
+$18.9M
3
+$16.5M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.95M
5
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$5.39M

Sector Composition

1 Technology 2.57%
2 Financials 1.99%
3 Energy 1.08%
4 Healthcare 1.06%
5 Consumer Discretionary 0.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$66.5K 0.01%
2,789
-238
227
$66.3K 0.01%
7,926
-679
228
$65.5K 0.01%
5,401
229
$64.7K 0.01%
1,070
230
$64K 0.01%
1,391
231
$63.5K 0.01%
1,087
-93
232
$63.4K 0.01%
937
+91
233
$63.1K 0.01%
1,813
-155
234
$63K 0.01%
1,864
+582
235
$62.7K 0.01%
1,150
236
$61.5K 0.01%
426
-35
237
$61.3K 0.01%
1,092
+53
238
$60.3K 0.01%
503
+1
239
$59.7K 0.01%
3,256
-280
240
$59.6K 0.01%
177
-15
241
$58.8K 0.01%
241
-13
242
$57.4K 0.01%
781
+200
243
$56.3K 0.01%
163
-1
244
$56.2K 0.01%
2,098
-180
245
$55.8K 0.01%
1,474
-106
246
$55.6K 0.01%
315
+3
247
$55.1K 0.01%
1,887
-162
248
$55K 0.01%
205
+3
249
$54.4K 0.01%
570
+30
250
$54.2K 0.01%
1,991
8 9
10
11 12