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
376
$19K ﹤0.01%
+506
377
$19K ﹤0.01%
2,016
+40
378
$19K ﹤0.01%
124
+9
379
$19K ﹤0.01%
226
380
$19K ﹤0.01%
82
381
$19K ﹤0.01%
2,756
+68
382
$19K ﹤0.01%
109
-17
383
$18K ﹤0.01%
60
+13
384
$18K ﹤0.01%
77
+9
385
$18K ﹤0.01%
89
386
$18K ﹤0.01%
1,500
387
$18K ﹤0.01%
774
+240
388
$17K ﹤0.01%
3,500
389
$17K ﹤0.01%
421
390
$17K ﹤0.01%
429
391
$17K ﹤0.01%
+461
392
$17K ﹤0.01%
632
393
$17K ﹤0.01%
1,394
+20
394
$17K ﹤0.01%
199
395
$17K ﹤0.01%
775
396
$17K ﹤0.01%
339
397
$17K ﹤0.01%
1,523
+277
398
$17K ﹤0.01%
100
399
$16K ﹤0.01%
138
-5
400
$16K ﹤0.01%
217
+44
14 15
16
17 18