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
301
$31K 0.01%
+548
302
$31K 0.01%
788
+309
303
$31K 0.01%
+371
304
$31K 0.01%
335
305
$31K 0.01%
+522
306
$30K 0.01%
+1,155
307
$30K 0.01%
545
+317
308
$30K 0.01%
+525
309
$30K 0.01%
+110
310
$30K 0.01%
618
+56
311
$30K 0.01%
1,835
-60
312
$30K 0.01%
411
313
$30K 0.01%
922
314
$29K 0.01%
571
315
$29K 0.01%
+604
316
$29K 0.01%
419
317
$29K 0.01%
123
318
$29K 0.01%
+215
319
$29K 0.01%
+902
320
$29K 0.01%
148
+145
321
$28K ﹤0.01%
133
322
$28K ﹤0.01%
43
-12
323
$28K ﹤0.01%
808
324
$28K ﹤0.01%
+2,643
325
$28K ﹤0.01%
160
-49
11 12
13
14 15