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
26
$7.04M 0.87%
111,762
-1,497
27
$6.94M 0.86%
111,359
+111,244
28
$6.05M 0.75%
10,495
+10,395
29
$5.38M 0.67%
23,068
-458
30
$5.21M 0.65%
107,193
+5,466
31
$4.16M 0.52%
27,205
+809
32
$4.14M 0.51%
27,322
+629
33
$3.84M 0.48%
80,234
-1,004
34
$3.79M 0.47%
+77,605
35
$3.48M 0.43%
+33,513
36
$3.41M 0.42%
81,129
-891
37
$3.2M 0.4%
27,322
+143
38
$2.71M 0.34%
99,923
-10,005
39
$2.68M 0.33%
+39,849
40
$2.64M 0.33%
43,240
+3,447
41
$2.51M 0.31%
20,689
-1,426
42
$2.5M 0.31%
112,890
-15,666
43
$2.48M 0.31%
5,769
+22
44
$2.26M 0.28%
10,699
+32
45
$1.74M 0.22%
+16,749
46
$1.74M 0.22%
34,479
-4,791
47
$1.66M 0.21%
8,917
-163
48
$1.56M 0.19%
16,606
+388
49
$1.55M 0.19%
6,462
-12
50
$1.26M 0.16%
48,501
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