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
351
$28.4K ﹤0.01%
61
+4
352
$28.4K ﹤0.01%
+294
353
$28.2K ﹤0.01%
1,012
354
$28.2K ﹤0.01%
137
+9
355
$27.9K ﹤0.01%
423
356
$27.8K ﹤0.01%
110
-10
357
$27.7K ﹤0.01%
1,022
358
$27.7K ﹤0.01%
1,091
-1,730
359
$27.6K ﹤0.01%
+2,971
360
$27.5K ﹤0.01%
830
+823
361
$27K ﹤0.01%
472
+8
362
$26.8K ﹤0.01%
+307
363
$26.6K ﹤0.01%
502
364
$26.1K ﹤0.01%
632
+278
365
$26.1K ﹤0.01%
1,021
+19
366
$26K ﹤0.01%
419
367
$26K ﹤0.01%
420
368
$26K ﹤0.01%
278
-60
369
$25.9K ﹤0.01%
+2,128
370
$25.9K ﹤0.01%
778
371
$25.7K ﹤0.01%
2,392
+43
372
$25.4K ﹤0.01%
352
373
$25.4K ﹤0.01%
458
+143
374
$25.2K ﹤0.01%
125
+23
375
$25.2K ﹤0.01%
495
13 14
15
16 17