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
251
$56K 0.01%
3,049
-2,215
252
$56K 0.01%
215
+47
253
$56K 0.01%
2,875
+695
254
$56K 0.01%
2,675
255
$55K 0.01%
846
+621
256
$55K 0.01%
1,375
-300
257
$55K 0.01%
382
258
$55K 0.01%
268
+22
259
$55K 0.01%
846
+79
260
$54K 0.01%
652
+629
261
$54K 0.01%
+2,062
262
$54K 0.01%
1,336
-1,227
263
$54K 0.01%
878
+3
264
$53K 0.01%
676
+87
265
$53K 0.01%
3,149
266
$53K 0.01%
1,991
267
$53K 0.01%
1,150
268
$52K 0.01%
193
269
$51K 0.01%
545
270
$51K 0.01%
1,000
271
$50K 0.01%
+2,726
272
$49K 0.01%
1,172
+176
273
$49K 0.01%
429
+88
274
$48K 0.01%
1,500
275
$47K 0.01%
522
9 10
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