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
276
$47K 0.01%
264
-2
277
$46K 0.01%
1,127
+660
278
$46K 0.01%
+873
279
$45K 0.01%
88
+25
280
$44K 0.01%
1,773
281
$44K 0.01%
400
282
$43K 0.01%
484
-17
283
$42K 0.01%
3,732
+125
284
$42K 0.01%
336
+50
285
$42K 0.01%
+4,087
286
$42K 0.01%
502
+1
287
$42K 0.01%
744
+15
288
$41K 0.01%
2,500
289
$41K 0.01%
1,383
290
$41K 0.01%
825
291
$41K 0.01%
540
+45
292
$41K 0.01%
318
+16
293
$40K 0.01%
76
-58
294
$40K 0.01%
802
-8
295
$40K 0.01%
1,562
296
$40K 0.01%
850
297
$39K ﹤0.01%
3,440
298
$39K ﹤0.01%
118
-158
299
$39K ﹤0.01%
377
+53
300
$39K ﹤0.01%
600
+66
10 11
12
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