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
$783M
AUM Growth
-$8.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,059
New
Increased
Reduced
Closed

Top Buys

1
+$28.9M
2
+$20.1M
3
+$6.66M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$4.83M
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$3.81M

Top Sells

1
+$19.7M
2
+$18.9M
3
+$16.5M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.95M
5
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$5.39M

Sector Composition

1 Technology 2.57%
2 Financials 1.99%
3 Energy 1.08%
4 Healthcare 1.06%
5 Consumer Discretionary 0.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$14.4K ﹤0.01%
175
-26
477
$14.3K ﹤0.01%
120
478
$14.3K ﹤0.01%
86
-2
479
$14.3K ﹤0.01%
1,000
480
$14.1K ﹤0.01%
30
-1,005
481
$13.9K ﹤0.01%
205
+66
482
$13.8K ﹤0.01%
100
+21
483
$13.6K ﹤0.01%
390
-57
484
$13.6K ﹤0.01%
29
485
$13.5K ﹤0.01%
123
486
$13.3K ﹤0.01%
42
+1
487
$13.1K ﹤0.01%
+113
488
$13K ﹤0.01%
37
-5
489
$12.6K ﹤0.01%
96
490
$12.6K ﹤0.01%
1,176
491
$12.4K ﹤0.01%
114
+9
492
$12.3K ﹤0.01%
+87
493
$12.3K ﹤0.01%
+460
494
$12.2K ﹤0.01%
896
-343
495
$12.1K ﹤0.01%
+48
496
$12K ﹤0.01%
260
+108
497
$11.9K ﹤0.01%
47
498
$11.8K ﹤0.01%
633
499
$11.7K ﹤0.01%
1,018
+13
500
$11.7K ﹤0.01%
44
+10
18 19
20
21 22