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
301
$39K ﹤0.01%
848
+5
302
$38K ﹤0.01%
824
+639
303
$38K ﹤0.01%
36
304
$38K ﹤0.01%
+7,593
305
$37K ﹤0.01%
817
-40
306
$37K ﹤0.01%
1,564
307
$37K ﹤0.01%
494
+252
308
$37K ﹤0.01%
+463
309
$37K ﹤0.01%
186
-35
310
$36K ﹤0.01%
426
311
$36K ﹤0.01%
+1,351
312
$36K ﹤0.01%
309
313
$36K ﹤0.01%
200
314
$36K ﹤0.01%
119
-2
315
$36K ﹤0.01%
+970
316
$35K ﹤0.01%
419
317
$35K ﹤0.01%
828
+4
318
$35K ﹤0.01%
441
+68
319
$35K ﹤0.01%
209
+200
320
$34K ﹤0.01%
122
+7
321
$34K ﹤0.01%
+3,631
322
$34K ﹤0.01%
+1,764
323
$34K ﹤0.01%
437
+243
324
$33K ﹤0.01%
257
-49
325
$33K ﹤0.01%
120
11 12
13
14 15