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
476
$11K ﹤0.01%
50
477
$11K ﹤0.01%
146
+11
478
$10K ﹤0.01%
134
+29
479
$10K ﹤0.01%
31
+28
480
$10K ﹤0.01%
144
481
$10K ﹤0.01%
120
482
$10K ﹤0.01%
4
483
$10K ﹤0.01%
121
+31
484
$10K ﹤0.01%
257
485
$10K ﹤0.01%
128
486
$10K ﹤0.01%
412
487
$10K ﹤0.01%
84
488
$10K ﹤0.01%
249
+18
489
$10K ﹤0.01%
36
490
$10K ﹤0.01%
420
+324
491
$10K ﹤0.01%
389
+302
492
$10K ﹤0.01%
341
+280
493
$10K ﹤0.01%
41
+4
494
$10K ﹤0.01%
80
-7
495
$10K ﹤0.01%
632
496
$10K ﹤0.01%
488
497
$10K ﹤0.01%
83
+33
498
$10K ﹤0.01%
418
499
$10K ﹤0.01%
36
500
$10K ﹤0.01%
355
18 19
20
21 22