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
426
$20K ﹤0.01%
35
+3
427
$20K ﹤0.01%
502
428
$20K ﹤0.01%
700
429
$19K ﹤0.01%
66
+5
430
$19K ﹤0.01%
206
+22
431
$19K ﹤0.01%
133
+85
432
$19K ﹤0.01%
1,000
433
$19K ﹤0.01%
80
434
$19K ﹤0.01%
3,980
+3,850
435
$19K ﹤0.01%
+1,619
436
$18K ﹤0.01%
165
+72
437
$18K ﹤0.01%
156
-3,010
438
$18K ﹤0.01%
213
+99
439
$18K ﹤0.01%
+151
440
$18K ﹤0.01%
96
441
$18K ﹤0.01%
200
442
$18K ﹤0.01%
315
443
$17K ﹤0.01%
371
-327
444
$17K ﹤0.01%
68
+9
445
$17K ﹤0.01%
188
+7
446
$17K ﹤0.01%
73
+10
447
$17K ﹤0.01%
+1,031
448
$16K ﹤0.01%
80
449
$16K ﹤0.01%
216
-457
450
$16K ﹤0.01%
400
16 17
18
19 20