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
451
$12K ﹤0.01%
655
452
$12K ﹤0.01%
30
453
$12K ﹤0.01%
74
454
$12K ﹤0.01%
397
+70
455
$12K ﹤0.01%
129
+70
456
$11K ﹤0.01%
87
+12
457
$11K ﹤0.01%
241
+20
458
$11K ﹤0.01%
29
+28
459
$11K ﹤0.01%
52
+2
460
$11K ﹤0.01%
193
461
$11K ﹤0.01%
176
462
$11K ﹤0.01%
1,168
+28
463
$11K ﹤0.01%
37
+6
464
$11K ﹤0.01%
13
465
$11K ﹤0.01%
500
466
$10K ﹤0.01%
87
467
$10K ﹤0.01%
37
+10
468
$10K ﹤0.01%
93
469
$10K ﹤0.01%
129
-151
470
$10K ﹤0.01%
308
-227
471
$10K ﹤0.01%
217
472
$10K ﹤0.01%
233
-80
473
$10K ﹤0.01%
79
474
$10K ﹤0.01%
733
+593
475
$10K ﹤0.01%
154
-105
17 18
19
20 21