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
351
$22K ﹤0.01%
1,150
+28
352
$22K ﹤0.01%
667
-107
353
$22K ﹤0.01%
177
354
$22K ﹤0.01%
17
355
$22K ﹤0.01%
+233
356
$22K ﹤0.01%
400
357
$22K ﹤0.01%
61
358
$22K ﹤0.01%
448
359
$22K ﹤0.01%
63
360
$22K ﹤0.01%
692
-44
361
$22K ﹤0.01%
162
+2
362
$21K ﹤0.01%
2,140
+42
363
$21K ﹤0.01%
2,828
364
$21K ﹤0.01%
235
-156
365
$21K ﹤0.01%
100
366
$20K ﹤0.01%
233
+48
367
$20K ﹤0.01%
434
+414
368
$20K ﹤0.01%
344
+38
369
$20K ﹤0.01%
+1,169
370
$20K ﹤0.01%
100
+3
371
$19K ﹤0.01%
+1,234
372
$19K ﹤0.01%
246
373
$19K ﹤0.01%
248
374
$19K ﹤0.01%
206
+19
375
$19K ﹤0.01%
155
+20
13 14
15
16 17