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
401
$23K ﹤0.01%
99
+16
402
$23K ﹤0.01%
408
+28
403
$22K ﹤0.01%
1,402
+43
404
$22K ﹤0.01%
849
405
$22K ﹤0.01%
7
+1
406
$22K ﹤0.01%
191
+65
407
$22K ﹤0.01%
1,307
+27
408
$22K ﹤0.01%
420
409
$22K ﹤0.01%
92
+47
410
$22K ﹤0.01%
114
411
$22K ﹤0.01%
371
412
$22K ﹤0.01%
936
413
$21K ﹤0.01%
441
+9
414
$21K ﹤0.01%
352
415
$21K ﹤0.01%
131
416
$21K ﹤0.01%
210
417
$21K ﹤0.01%
716
418
$20K ﹤0.01%
105
+7
419
$20K ﹤0.01%
572
+61
420
$20K ﹤0.01%
384
+71
421
$20K ﹤0.01%
1,315
+33
422
$20K ﹤0.01%
1,558
+39
423
$20K ﹤0.01%
80
+6
424
$20K ﹤0.01%
23
+1
425
$20K ﹤0.01%
166
15 16
17
18 19