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
301
$29K 0.01%
+3,580
302
$29K 0.01%
+749
303
$28K 0.01%
214
+168
304
$28K 0.01%
115
-10
305
$28K 0.01%
542
+13
306
$28K 0.01%
+1,689
307
$28K 0.01%
704
308
$28K 0.01%
+789
309
$28K 0.01%
+1,803
310
$28K 0.01%
+1,426
311
$27K 0.01%
143
+3
312
$27K 0.01%
+263
313
$27K 0.01%
+1,232
314
$27K 0.01%
62
315
$27K 0.01%
1,297
+1,247
316
$27K 0.01%
+634
317
$27K 0.01%
2,600
318
$27K 0.01%
+787
319
$27K 0.01%
50
320
$27K 0.01%
976
321
$27K 0.01%
+655
322
$27K 0.01%
+414
323
$27K 0.01%
+822
324
$26K 0.01%
109
325
$26K 0.01%
408
11 12
13
14 15