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
326
$26K 0.01%
+779
327
$26K 0.01%
962
328
$25K 0.01%
419
329
$25K 0.01%
545
-292
330
$25K 0.01%
1,073
331
$25K 0.01%
408
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332
$25K 0.01%
349
333
$25K 0.01%
3,020
+192
334
$25K 0.01%
972
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335
$25K 0.01%
101
336
$25K 0.01%
352
337
$25K 0.01%
335
+289
338
$24K ﹤0.01%
626
-20
339
$24K ﹤0.01%
261
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340
$24K ﹤0.01%
+434
341
$24K ﹤0.01%
711
+122
342
$24K ﹤0.01%
483
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343
$24K ﹤0.01%
1,565
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344
$23K ﹤0.01%
96
345
$23K ﹤0.01%
525
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346
$23K ﹤0.01%
564
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347
$22K ﹤0.01%
31
348
$22K ﹤0.01%
548
-80
349
$22K ﹤0.01%
+7,027
350
$21K ﹤0.01%
200
12 13
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15 16