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
$569M
AUM Growth
-$29.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,120
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$6.94M
3
+$6.7M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$6.5M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$5.58M

Top Sells

1
+$11.4M
2
+$10.5M
3
+$7.86M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$7.78M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$6.72M

Sector Composition

1 Technology 2.47%
2 Financials 2.44%
3 Energy 1.44%
4 Healthcare 1.3%
5 Consumer Discretionary 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$10K ﹤0.01%
300
477
$10K ﹤0.01%
+29
478
$10K ﹤0.01%
1,000
479
$10K ﹤0.01%
64
480
$10K ﹤0.01%
88
+28
481
$10K ﹤0.01%
158
+12
482
$10K ﹤0.01%
+114
483
$9K ﹤0.01%
250
+9
484
$9K ﹤0.01%
79
-15
485
$9K ﹤0.01%
194
-1,908
486
$9K ﹤0.01%
200
+16
487
$9K ﹤0.01%
21
488
$9K ﹤0.01%
250
489
$9K ﹤0.01%
59
-34
490
$9K ﹤0.01%
19
491
$9K ﹤0.01%
500
492
$9K ﹤0.01%
185
493
$9K ﹤0.01%
499
494
$9K ﹤0.01%
927
+9
495
$9K ﹤0.01%
666
496
$9K ﹤0.01%
22
-30
497
$9K ﹤0.01%
25
498
$9K ﹤0.01%
76
499
$9K ﹤0.01%
375
500
$9K ﹤0.01%
418
18 19
20
21 22