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
276
$38K 0.01%
159
+41
277
$37K 0.01%
3,938
278
$37K 0.01%
1,485
279
$37K 0.01%
281
280
$36K 0.01%
332
281
$36K 0.01%
404
282
$36K 0.01%
804
+794
283
$35K 0.01%
983
284
$35K 0.01%
868
+9
285
$34K 0.01%
180
286
$34K 0.01%
1,022
287
$34K 0.01%
626
288
$34K 0.01%
508
-8
289
$34K 0.01%
+1,380
290
$34K 0.01%
825
291
$34K 0.01%
3,240
292
$34K 0.01%
511
+113
293
$34K 0.01%
332
294
$33K 0.01%
791
-79
295
$33K 0.01%
263
296
$33K 0.01%
200
-40
297
$33K 0.01%
322
+33
298
$33K 0.01%
1,707
+1,288
299
$32K 0.01%
881
+835
300
$31K 0.01%
+1,861
10 11
12
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