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
401
$16K ﹤0.01%
24
+4
402
$16K ﹤0.01%
56
-6
403
$16K ﹤0.01%
204
-1,991
404
$16K ﹤0.01%
376
-5
405
$16K ﹤0.01%
306
406
$16K ﹤0.01%
219
-439
407
$16K ﹤0.01%
478
408
$15K ﹤0.01%
72
+3
409
$15K ﹤0.01%
319
410
$15K ﹤0.01%
129
+28
411
$15K ﹤0.01%
236
412
$15K ﹤0.01%
470
413
$15K ﹤0.01%
109
414
$15K ﹤0.01%
840
+657
415
$15K ﹤0.01%
559
416
$15K ﹤0.01%
243
-45,198
417
$15K ﹤0.01%
52
418
$15K ﹤0.01%
302
+49
419
$15K ﹤0.01%
568
420
$14K ﹤0.01%
95
421
$14K ﹤0.01%
206
-89
422
$14K ﹤0.01%
352
423
$14K ﹤0.01%
311
+200
424
$14K ﹤0.01%
120
+8
425
$14K ﹤0.01%
480
+7
15 16
17
18 19