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
376
$25.1K ﹤0.01%
96
-6
377
$25.1K ﹤0.01%
584
+3
378
$24.9K ﹤0.01%
18
+1
379
$24.9K ﹤0.01%
803
+101
380
$24.8K ﹤0.01%
+144
381
$24.8K ﹤0.01%
349
-128
382
$24.7K ﹤0.01%
165
-4
383
$24.7K ﹤0.01%
888
-76
384
$24.6K ﹤0.01%
1,773
+49
385
$24.2K ﹤0.01%
2,159
+28
386
$24.1K ﹤0.01%
254
-9
387
$24K ﹤0.01%
1,057
+648
388
$23.9K ﹤0.01%
108
389
$23.9K ﹤0.01%
113
390
$23.8K ﹤0.01%
458
+8
391
$23.7K ﹤0.01%
49
-3
392
$23.6K ﹤0.01%
262
-260
393
$23.4K ﹤0.01%
1,915
+23
394
$23.4K ﹤0.01%
425
+75
395
$23.4K ﹤0.01%
1,407
+66
396
$23.4K ﹤0.01%
375
397
$23.3K ﹤0.01%
352
398
$23.1K ﹤0.01%
34
+27
399
$23K ﹤0.01%
2,828
400
$23K ﹤0.01%
1,173
-50
14 15
16
17 18