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
251
$51.8K 0.01%
404
252
$51.7K 0.01%
464
+115
253
$51.4K 0.01%
716
-58
254
$51.1K 0.01%
2,881
-242
255
$50.7K 0.01%
166
+18
256
$50.7K 0.01%
2,253
-193
257
$50.5K 0.01%
1,000
258
$50.4K 0.01%
649
259
$50.3K 0.01%
328
+12
260
$49.9K 0.01%
1,436
-124
261
$49.8K 0.01%
868
+14
262
$49.3K 0.01%
+1,258
263
$49.2K 0.01%
1,025
-410,821
264
$48.7K 0.01%
2,450
-203
265
$48.4K 0.01%
1,773
266
$48.1K 0.01%
1,433
-48
267
$47.7K 0.01%
1,077
-148
268
$47.5K 0.01%
806
+2
269
$47.3K 0.01%
2,433
+1,182
270
$47K 0.01%
575
-49
271
$46.7K 0.01%
593
272
$46.7K 0.01%
825
273
$46.5K 0.01%
1,261
+89
274
$46.3K 0.01%
200
275
$46K 0.01%
773
-18
9 10
11
12 13