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
26
$4.11M 0.84%
89,461
-19,680
27
$3.78M 0.77%
31,371
-600
28
$3.68M 0.75%
28,254
-409
29
$3.05M 0.62%
66,793
-338
30
$2.95M 0.6%
32,311
+21,369
31
$2.76M 0.56%
+35,183
32
$2.56M 0.52%
79,477
-27,674
33
$2.55M 0.52%
23,107
-791
34
$2.06M 0.42%
19,729
-9,005
35
$2.02M 0.41%
135,435
-10,290
36
$1.99M 0.41%
67,322
-36,289
37
$1.92M 0.39%
+10,039
38
$1.39M 0.28%
10,355
+420
39
$1.17M 0.24%
11,820
40
$1.03M 0.21%
7,612
+7,601
41
$900K 0.18%
2,461
+389
42
$825K 0.17%
4,594
+157
43
$782K 0.16%
3,259
+169
44
$767K 0.16%
+22,955
45
$755K 0.15%
1,974
-12,242
46
$697K 0.14%
3,860
+251
47
$686K 0.14%
2,221
+54
48
$665K 0.14%
1,254
+681
49
$664K 0.14%
30,000
50
$663K 0.14%
+6,286
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2
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