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
426
$14K ﹤0.01%
1,101
+27
427
$14K ﹤0.01%
1,278
+36
428
$14K ﹤0.01%
903
429
$14K ﹤0.01%
65
+2
430
$14K ﹤0.01%
215
431
$14K ﹤0.01%
30
432
$14K ﹤0.01%
+493
433
$14K ﹤0.01%
406
-776
434
$14K ﹤0.01%
500
435
$14K ﹤0.01%
179
-4
436
$14K ﹤0.01%
6,200
437
$14K ﹤0.01%
110
438
$14K ﹤0.01%
+100
439
$13K ﹤0.01%
224
+16
440
$13K ﹤0.01%
776
-884
441
$13K ﹤0.01%
73
+28
442
$13K ﹤0.01%
1,033
443
$13K ﹤0.01%
288
444
$13K ﹤0.01%
33
-12
445
$13K ﹤0.01%
206
+14
446
$13K ﹤0.01%
204
-225
447
$13K ﹤0.01%
89
-7
448
$12K ﹤0.01%
+1,084
449
$12K ﹤0.01%
97
450
$12K ﹤0.01%
80
16 17
18
19 20