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
251
$47K 0.01%
1,100
252
$47K 0.01%
262
253
$46K 0.01%
1,031
+354
254
$46K 0.01%
504
-42
255
$46K 0.01%
243
+100
256
$46K 0.01%
5,401
257
$45K 0.01%
104
-62
258
$45K 0.01%
2,100
-3,204
259
$45K 0.01%
318
+15
260
$44K 0.01%
693
261
$44K 0.01%
1,613
262
$44K 0.01%
593
263
$43K 0.01%
3,109
264
$43K 0.01%
1,209
265
$43K 0.01%
1,500
266
$42K 0.01%
3,263
-1,008
267
$42K 0.01%
492
+24
268
$42K 0.01%
97
269
$42K 0.01%
+422
270
$40K 0.01%
1,773
271
$40K 0.01%
203
+28
272
$40K 0.01%
660
273
$40K 0.01%
1,186
-11
274
$39K 0.01%
376
275
$39K 0.01%
7,068
-5,641
9 10
11
12 13