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
301
$38.1K ﹤0.01%
548
-254
302
$37.9K ﹤0.01%
336
-90
303
$37.6K ﹤0.01%
1,416
-135
304
$37.2K ﹤0.01%
2,404
+1,127
305
$36.9K ﹤0.01%
8
+2
306
$36.4K ﹤0.01%
1,000
307
$36.3K ﹤0.01%
335
-115
308
$36.2K ﹤0.01%
1,564
309
$36.1K ﹤0.01%
77
-4
310
$36.1K ﹤0.01%
71
-4
311
$36K ﹤0.01%
154
+54
312
$35.9K ﹤0.01%
155
+11
313
$35.9K ﹤0.01%
349
-33
314
$35.2K ﹤0.01%
2,790
-239
315
$34.5K ﹤0.01%
361
-43
316
$34.4K ﹤0.01%
835
+4
317
$34.3K ﹤0.01%
9
+2
318
$34.3K ﹤0.01%
2,495
-214
319
$34K ﹤0.01%
975
-83
320
$34K ﹤0.01%
400
321
$33.5K ﹤0.01%
77
+17
322
$32.8K ﹤0.01%
160
-388
323
$32.6K ﹤0.01%
269
324
$32.3K ﹤0.01%
378
-534
325
$32.3K ﹤0.01%
3,058
-382
11 12
13
14 15