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
476
$14K ﹤0.01%
29
-72
477
$14K ﹤0.01%
71
+7
478
$14K ﹤0.01%
+816
479
$14K ﹤0.01%
240
480
$14K ﹤0.01%
127
481
$14K ﹤0.01%
307
-691
482
$14K ﹤0.01%
+109
483
$13K ﹤0.01%
129
+14
484
$13K ﹤0.01%
42
+3
485
$13K ﹤0.01%
37
+8
486
$13K ﹤0.01%
167
+19
487
$13K ﹤0.01%
123
488
$13K ﹤0.01%
74
+21
489
$13K ﹤0.01%
47
+16
490
$13K ﹤0.01%
79
-6
491
$13K ﹤0.01%
205
+164
492
$13K ﹤0.01%
85
-188
493
$13K ﹤0.01%
500
494
$12K ﹤0.01%
113
495
$12K ﹤0.01%
337
+89
496
$12K ﹤0.01%
186
+59
497
$12K ﹤0.01%
44
-20
498
$12K ﹤0.01%
+210
499
$12K ﹤0.01%
88
-4
500
$12K ﹤0.01%
99
+55
18 19
20
21 22