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
326
$33K ﹤0.01%
224
+5
327
$33K ﹤0.01%
226
+224
328
$33K ﹤0.01%
16
329
$33K ﹤0.01%
+672
330
$33K ﹤0.01%
70
+4
331
$32K ﹤0.01%
+1,831
332
$32K ﹤0.01%
1,022
333
$32K ﹤0.01%
+369
334
$32K ﹤0.01%
+139
335
$32K ﹤0.01%
1,435
+1,406
336
$31K ﹤0.01%
309
+44
337
$31K ﹤0.01%
594
+7
338
$31K ﹤0.01%
1,706
+29
339
$31K ﹤0.01%
352
340
$30K ﹤0.01%
+593
341
$30K ﹤0.01%
+329
342
$30K ﹤0.01%
+381
343
$30K ﹤0.01%
144
344
$29K ﹤0.01%
579
+2
345
$29K ﹤0.01%
7
+1
346
$29K ﹤0.01%
+290
347
$29K ﹤0.01%
+1,012
348
$29K ﹤0.01%
471
+144
349
$29K ﹤0.01%
+438
350
$29K ﹤0.01%
446
12 13
14
15 16