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
251
$41K 0.01%
408
+78
252
$41K 0.01%
514
+46
253
$41K 0.01%
527
-5
254
$40K 0.01%
163
+1
255
$40K 0.01%
614
+24
256
$39K 0.01%
1,259
257
$39K 0.01%
3,109
258
$39K 0.01%
3,245
-33
259
$39K 0.01%
188
-30
260
$39K 0.01%
238
261
$39K 0.01%
968
262
$38K 0.01%
439
-419
263
$37K 0.01%
139
+42
264
$37K 0.01%
398
+292
265
$36K 0.01%
1,773
-1,275
266
$36K 0.01%
1,236
-59
267
$36K 0.01%
+1,652
268
$36K 0.01%
240
+10
269
$36K 0.01%
1,090
270
$36K 0.01%
1,161
-112
271
$35K 0.01%
1,009
-1,048
272
$34K 0.01%
+633
273
$34K 0.01%
859
274
$34K 0.01%
409
-4
275
$33K 0.01%
637
9 10
11
12 13