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
351
$29K ﹤0.01%
171
+12
352
$29K ﹤0.01%
+6,250
353
$29K ﹤0.01%
+738
354
$29K ﹤0.01%
1,430
+637
355
$29K ﹤0.01%
336
-543
356
$29K ﹤0.01%
2,307
357
$28K ﹤0.01%
348
+25
358
$28K ﹤0.01%
159
359
$28K ﹤0.01%
+1,095
360
$28K ﹤0.01%
2,779
361
$28K ﹤0.01%
+113
362
$28K ﹤0.01%
109
+16
363
$27K ﹤0.01%
1,293
+29
364
$27K ﹤0.01%
64
365
$27K ﹤0.01%
169
+87
366
$27K ﹤0.01%
455
+8
367
$27K ﹤0.01%
57
+5
368
$27K ﹤0.01%
534
-18
369
$27K ﹤0.01%
798
370
$26K ﹤0.01%
1,706
371
$26K ﹤0.01%
2,307
+41
372
$26K ﹤0.01%
128
+12
373
$26K ﹤0.01%
161
-5
374
$26K ﹤0.01%
984
+18
375
$26K ﹤0.01%
108
-84
13 14
15
16 17