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
501
$9K ﹤0.01%
57
+2
502
$9K ﹤0.01%
225
503
$9K ﹤0.01%
425
504
$9K ﹤0.01%
250
+9
505
$8K ﹤0.01%
+259
506
$8K ﹤0.01%
78
+10
507
$8K ﹤0.01%
1,031
+77
508
$8K ﹤0.01%
228
-118
509
$8K ﹤0.01%
371
+80
510
$8K ﹤0.01%
200
511
$8K ﹤0.01%
96
512
$8K ﹤0.01%
63
+52
513
$8K ﹤0.01%
671
-575
514
$8K ﹤0.01%
197
-118,719
515
$8K ﹤0.01%
120
-101
516
$8K ﹤0.01%
903
517
$8K ﹤0.01%
1,000
518
$8K ﹤0.01%
148
+31
519
$8K ﹤0.01%
88
520
$8K ﹤0.01%
108
+14
521
$8K ﹤0.01%
146
+54
522
$8K ﹤0.01%
7
-3
523
$8K ﹤0.01%
510
+226
524
$8K ﹤0.01%
355
525
$8K ﹤0.01%
813
-360
19 20
21
22 23