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
426
$19.5K ﹤0.01%
716
427
$19.3K ﹤0.01%
305
+137
428
$19.3K ﹤0.01%
922
-423
429
$19.2K ﹤0.01%
84
+22
430
$19.2K ﹤0.01%
34
-1
431
$19.1K ﹤0.01%
196
+149
432
$19K ﹤0.01%
55
+7
433
$19K ﹤0.01%
619
434
$19K ﹤0.01%
403
+35
435
$18.9K ﹤0.01%
181
+29
436
$18.9K ﹤0.01%
128
-4
437
$18.6K ﹤0.01%
+100
438
$18.6K ﹤0.01%
673
+335
439
$18.5K ﹤0.01%
381
440
$18.5K ﹤0.01%
667
441
$18.4K ﹤0.01%
418
+122
442
$18.3K ﹤0.01%
+386
443
$18.2K ﹤0.01%
88
-3
444
$18.1K ﹤0.01%
96
445
$18K ﹤0.01%
869
446
$17.8K ﹤0.01%
151
447
$17.6K ﹤0.01%
110
-49
448
$17.6K ﹤0.01%
+772
449
$17.5K ﹤0.01%
1,493
+50
450
$17.4K ﹤0.01%
80
+19
16 17
18
19 20