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
276
$33K 0.01%
585
+30
277
$33K 0.01%
241
+141
278
$33K 0.01%
2,697
279
$32K 0.01%
467
+190
280
$32K 0.01%
+909
281
$32K 0.01%
472
-152
282
$32K 0.01%
1,750
+250
283
$31K 0.01%
+686
284
$31K 0.01%
589
285
$31K 0.01%
563
-38
286
$31K 0.01%
339
+323
287
$31K 0.01%
+1,334
288
$31K 0.01%
770
289
$31K 0.01%
507
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290
$31K 0.01%
404
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291
$30K 0.01%
1,072
-3
292
$30K 0.01%
332
-117
293
$30K 0.01%
587
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294
$30K 0.01%
825
295
$30K 0.01%
269
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296
$30K 0.01%
+851
297
$30K 0.01%
324
-19
298
$30K 0.01%
637
-19,470
299
$30K 0.01%
+288
300
$29K 0.01%
400
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