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
276
$45.7K 0.01%
1,500
277
$44.9K 0.01%
181
-3
278
$44.4K 0.01%
3,257
+1,754
279
$44.4K 0.01%
2,500
280
$43.9K 0.01%
696
281
$43.8K 0.01%
+12,595
282
$42.9K 0.01%
381
-33
283
$42.7K 0.01%
423
+106
284
$42.7K 0.01%
88
+15
285
$41.7K 0.01%
3,349
-383
286
$41.6K 0.01%
479
+83
287
$41K 0.01%
5,050
+1,200
288
$40.9K 0.01%
161
-37
289
$40.6K 0.01%
824
290
$40.5K 0.01%
675
+103
291
$40.3K 0.01%
426
292
$40.3K 0.01%
3,631
293
$40.1K 0.01%
778
-66
294
$39.5K 0.01%
133
+34
295
$39.3K 0.01%
329
296
$39.3K 0.01%
459
+13
297
$39K 0.01%
49
-20
298
$38.3K ﹤0.01%
604
+124
299
$38.3K ﹤0.01%
4,242
-363
300
$38.2K ﹤0.01%
6,958
-596
10 11
12
13 14