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
401
$22.9K ﹤0.01%
383
402
$22.8K ﹤0.01%
118
403
$22.7K ﹤0.01%
96
+32
404
$22.7K ﹤0.01%
167
405
$22.7K ﹤0.01%
798
406
$22.6K ﹤0.01%
322
+223
407
$22.5K ﹤0.01%
3,190
+87
408
$22.1K ﹤0.01%
528
409
$22.1K ﹤0.01%
447
+1
410
$22K ﹤0.01%
1,365
+29
411
$22K ﹤0.01%
+597
412
$21.9K ﹤0.01%
92
-2
413
$21.8K ﹤0.01%
104
+22
414
$21.6K ﹤0.01%
34
-1
415
$21.5K ﹤0.01%
85
+2
416
$21.4K ﹤0.01%
2,167
+44
417
$21.3K ﹤0.01%
221
+211
418
$21.1K ﹤0.01%
1,381
+34
419
$20.7K ﹤0.01%
1,641
+42
420
$20.4K ﹤0.01%
518
+28
421
$20.2K ﹤0.01%
196
+15
422
$20.1K ﹤0.01%
76
+11
423
$20K ﹤0.01%
116
+2
424
$19.8K ﹤0.01%
311
+297
425
$19.7K ﹤0.01%
177
+111
15 16
17
18 19