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
326
$32.3K ﹤0.01%
+846
327
$32K ﹤0.01%
449
+47
328
$31.4K ﹤0.01%
481
+22
329
$31.3K ﹤0.01%
484
+192
330
$31.2K ﹤0.01%
16
331
$31.1K ﹤0.01%
+309
332
$30.9K ﹤0.01%
508
+493
333
$30.7K ﹤0.01%
504
+102
334
$30.7K ﹤0.01%
1,706
-1,000
335
$30.1K ﹤0.01%
+919
336
$29.9K ﹤0.01%
1,350
+29
337
$29.8K ﹤0.01%
+328
338
$29.8K ﹤0.01%
+200
339
$29.6K ﹤0.01%
381
340
$29.4K ﹤0.01%
371
341
$29.4K ﹤0.01%
490
+374
342
$29.4K ﹤0.01%
108
-7
343
$29.4K ﹤0.01%
+1,911
344
$29.3K ﹤0.01%
147
345
$29.2K ﹤0.01%
224
346
$29K ﹤0.01%
1,406
347
$28.8K ﹤0.01%
+867
348
$28.7K ﹤0.01%
+11,218
349
$28.7K ﹤0.01%
94
-11
350
$28.7K ﹤0.01%
4,591
12 13
14
15 16