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
451
$17.1K ﹤0.01%
21
-3
452
$17K ﹤0.01%
147
+75
453
$16.9K ﹤0.01%
1,108
454
$16.9K ﹤0.01%
30
-10,583
455
$16.7K ﹤0.01%
181
+6
456
$16.5K ﹤0.01%
328
-64
457
$16.5K ﹤0.01%
173
458
$16.4K ﹤0.01%
203
-31
459
$16.3K ﹤0.01%
102
+8
460
$16.3K ﹤0.01%
400
461
$16.2K ﹤0.01%
85
462
$15.9K ﹤0.01%
101
+38
463
$15.8K ﹤0.01%
+43
464
$15.8K ﹤0.01%
211
-11
465
$15.6K ﹤0.01%
346
466
$15.6K ﹤0.01%
546
+61
467
$15.4K ﹤0.01%
31
+22
468
$15.4K ﹤0.01%
141
+12
469
$15.4K ﹤0.01%
68
-4
470
$15.3K ﹤0.01%
307
471
$15.2K ﹤0.01%
89
472
$14.9K ﹤0.01%
72
473
$14.6K ﹤0.01%
259
474
$14.6K ﹤0.01%
30
475
$14.4K ﹤0.01%
202
17 18
19
20 21