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
376
$26K ﹤0.01%
98
+6
377
$25K ﹤0.01%
2,828
378
$25K ﹤0.01%
2,079
+39
379
$25K ﹤0.01%
495
380
$24K ﹤0.01%
51
-65
381
$24K ﹤0.01%
120
382
$24K ﹤0.01%
292
+44
383
$24K ﹤0.01%
667
+1
384
$24K ﹤0.01%
+4,591
385
$24K ﹤0.01%
1,020
+275
386
$24K ﹤0.01%
375
387
$24K ﹤0.01%
1,845
+34
388
$24K ﹤0.01%
1,677
+46
389
$24K ﹤0.01%
1,314
+51
390
$24K ﹤0.01%
17
+2
391
$24K ﹤0.01%
300
392
$24K ﹤0.01%
100
393
$24K ﹤0.01%
+528
394
$24K ﹤0.01%
+1,108
395
$23K ﹤0.01%
205
+25
396
$23K ﹤0.01%
778
397
$23K ﹤0.01%
89
-3
398
$23K ﹤0.01%
1,176
399
$23K ﹤0.01%
94
-2
400
$23K ﹤0.01%
489
+175
14 15
16
17 18