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
501
$10K ﹤0.01%
225
+25
502
$10K ﹤0.01%
425
503
$9K ﹤0.01%
90
504
$9K ﹤0.01%
39
505
$9K ﹤0.01%
209
+57
506
$9K ﹤0.01%
322
507
$9K ﹤0.01%
164
+73
508
$9K ﹤0.01%
65
+17
509
$9K ﹤0.01%
220
-214
510
$9K ﹤0.01%
150
511
$9K ﹤0.01%
1,000
512
$9K ﹤0.01%
185
513
$9K ﹤0.01%
833
-1,723
514
$9K ﹤0.01%
67
515
$9K ﹤0.01%
666
516
$9K ﹤0.01%
135
517
$9K ﹤0.01%
321
-105
518
$9K ﹤0.01%
1,077
+31
519
$9K ﹤0.01%
83
-36
520
$9K ﹤0.01%
32
+4
521
$9K ﹤0.01%
1,131
-222
522
$9K ﹤0.01%
36
+10
523
$9K ﹤0.01%
305
524
$9K ﹤0.01%
125
-38,853
525
$9K ﹤0.01%
34
-10
19 20
21
22 23