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
451
$16K ﹤0.01%
+89
452
$16K ﹤0.01%
455
+100
453
$16K ﹤0.01%
1,277
+195
454
$16K ﹤0.01%
61
+3
455
$16K ﹤0.01%
199
+9
456
$16K ﹤0.01%
72
-923
457
$16K ﹤0.01%
83
+41
458
$15K ﹤0.01%
+149
459
$15K ﹤0.01%
1,000
460
$15K ﹤0.01%
155
-518
461
$15K ﹤0.01%
259
462
$15K ﹤0.01%
295
-42
463
$15K ﹤0.01%
+202
464
$15K ﹤0.01%
204
465
$15K ﹤0.01%
31
+2
466
$15K ﹤0.01%
71
+67
467
$15K ﹤0.01%
1,281
+27
468
$15K ﹤0.01%
97
+22
469
$15K ﹤0.01%
481
-8
470
$15K ﹤0.01%
1,000
471
$14K ﹤0.01%
390
472
$14K ﹤0.01%
446
-183
473
$14K ﹤0.01%
239
+39
474
$14K ﹤0.01%
150
475
$14K ﹤0.01%
30
17 18
19
20 21