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
376
$19K ﹤0.01%
95
+2
377
$19K ﹤0.01%
59
378
$19K ﹤0.01%
+371
379
$19K ﹤0.01%
136
380
$19K ﹤0.01%
200
+9
381
$18K ﹤0.01%
352
382
$18K ﹤0.01%
348
383
$18K ﹤0.01%
25
384
$18K ﹤0.01%
649
+8
385
$18K ﹤0.01%
118
+22
386
$18K ﹤0.01%
93
387
$18K ﹤0.01%
33
388
$18K ﹤0.01%
900
+18
389
$17K ﹤0.01%
1,186
+28
390
$17K ﹤0.01%
109
391
$17K ﹤0.01%
665
392
$17K ﹤0.01%
87
+3
393
$17K ﹤0.01%
75
-15
394
$17K ﹤0.01%
83
-14
395
$17K ﹤0.01%
375
396
$17K ﹤0.01%
214
-135
397
$17K ﹤0.01%
465
+61
398
$17K ﹤0.01%
180
399
$17K ﹤0.01%
200
400
$17K ﹤0.01%
209
-4
14 15
16
17 18