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
451
$12K ﹤0.01%
279
+26
452
$12K ﹤0.01%
132
453
$12K ﹤0.01%
317
454
$12K ﹤0.01%
177
455
$12K ﹤0.01%
1,060
-20
456
$12K ﹤0.01%
8
457
$12K ﹤0.01%
77
+2
458
$12K ﹤0.01%
242
-461
459
$12K ﹤0.01%
132
-14
460
$12K ﹤0.01%
500
461
$12K ﹤0.01%
485
462
$11K ﹤0.01%
774
463
$11K ﹤0.01%
67
464
$11K ﹤0.01%
43
465
$11K ﹤0.01%
90
466
$11K ﹤0.01%
1,000
467
$11K ﹤0.01%
21
468
$11K ﹤0.01%
170
469
$11K ﹤0.01%
1,000
470
$11K ﹤0.01%
+899
471
$11K ﹤0.01%
186
472
$11K ﹤0.01%
237
+3
473
$11K ﹤0.01%
161
+9
474
$11K ﹤0.01%
107
-58
475
$11K ﹤0.01%
1,135
-1,148
17 18
19
20 21