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
401
$16K ﹤0.01%
184
+2
402
$16K ﹤0.01%
782
403
$16K ﹤0.01%
132
404
$16K ﹤0.01%
1,389
+37
405
$16K ﹤0.01%
236
+37
406
$16K ﹤0.01%
239
+1
407
$16K ﹤0.01%
295
408
$16K ﹤0.01%
385
409
$16K ﹤0.01%
84
-3
410
$15K ﹤0.01%
47
411
$15K ﹤0.01%
778
+4
412
$15K ﹤0.01%
+269
413
$15K ﹤0.01%
6
414
$15K ﹤0.01%
5
415
$15K ﹤0.01%
97
416
$15K ﹤0.01%
118
417
$15K ﹤0.01%
138
-38
418
$15K ﹤0.01%
987
+29
419
$15K ﹤0.01%
415
-144
420
$15K ﹤0.01%
30
421
$15K ﹤0.01%
35
-5
422
$15K ﹤0.01%
59
-27
423
$15K ﹤0.01%
+259
424
$15K ﹤0.01%
1,566
+143
425
$15K ﹤0.01%
1,426
+587
15 16
17
18 19