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
351
$21K ﹤0.01%
66
352
$21K ﹤0.01%
233
-33
353
$21K ﹤0.01%
2,828
354
$21K ﹤0.01%
589
355
$21K ﹤0.01%
+625
356
$21K ﹤0.01%
+1,071
357
$21K ﹤0.01%
48
+11
358
$21K ﹤0.01%
73
+14
359
$21K ﹤0.01%
+1,330
360
$20K ﹤0.01%
+571
361
$20K ﹤0.01%
1,093
+53
362
$20K ﹤0.01%
123
-50
363
$20K ﹤0.01%
152
+11
364
$20K ﹤0.01%
135
+93
365
$20K ﹤0.01%
97
366
$20K ﹤0.01%
375
-5
367
$20K ﹤0.01%
1,740
368
$20K ﹤0.01%
324
369
$20K ﹤0.01%
151
+39
370
$20K ﹤0.01%
200
371
$20K ﹤0.01%
143
372
$20K ﹤0.01%
377
373
$20K ﹤0.01%
61
374
$20K ﹤0.01%
848
+16
375
$20K ﹤0.01%
97
13 14
15
16 17