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
326
$28K ﹤0.01%
1,033
+19
327
$28K ﹤0.01%
+455
328
$28K ﹤0.01%
1,050
+1,015
329
$28K ﹤0.01%
354
+2
330
$28K ﹤0.01%
183
+12
331
$27K ﹤0.01%
853
-214
332
$27K ﹤0.01%
693
-272
333
$26K ﹤0.01%
582
+33
334
$26K ﹤0.01%
104
-1
335
$26K ﹤0.01%
400
336
$26K ﹤0.01%
109
337
$25K ﹤0.01%
154
-35
338
$25K ﹤0.01%
500
339
$25K ﹤0.01%
623
+96
340
$24K ﹤0.01%
849
-223
341
$24K ﹤0.01%
177
+92
342
$24K ﹤0.01%
436
+149
343
$24K ﹤0.01%
526
+52
344
$23K ﹤0.01%
538
+11
345
$23K ﹤0.01%
352
346
$23K ﹤0.01%
48
347
$23K ﹤0.01%
421
+45
348
$23K ﹤0.01%
300
349
$22K ﹤0.01%
215
+3
350
$22K ﹤0.01%
66
12 13
14
15 16