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
426
$15K ﹤0.01%
6,200
427
$15K ﹤0.01%
+2,262
428
$14K ﹤0.01%
157
429
$14K ﹤0.01%
80
430
$14K ﹤0.01%
382
+77
431
$14K ﹤0.01%
199
432
$14K ﹤0.01%
139
+50
433
$14K ﹤0.01%
204
434
$14K ﹤0.01%
700
435
$14K ﹤0.01%
173
+34
436
$14K ﹤0.01%
1,378
-56
437
$13K ﹤0.01%
55
+2
438
$13K ﹤0.01%
43
439
$13K ﹤0.01%
120
440
$13K ﹤0.01%
322
441
$13K ﹤0.01%
88
442
$13K ﹤0.01%
749
+85
443
$13K ﹤0.01%
977
-56
444
$13K ﹤0.01%
98
+15
445
$13K ﹤0.01%
518
446
$13K ﹤0.01%
106
447
$12K ﹤0.01%
159
448
$12K ﹤0.01%
71
449
$12K ﹤0.01%
1,000
450
$12K ﹤0.01%
44
+20
16 17
18
19 20