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
501
$12K ﹤0.01%
16
502
$12K ﹤0.01%
8
+1
503
$12K ﹤0.01%
981
+19
504
$12K ﹤0.01%
33
+2
505
$12K ﹤0.01%
25
-129
506
$11K ﹤0.01%
1,032
+34
507
$11K ﹤0.01%
45
+13
508
$11K ﹤0.01%
298
+74
509
$11K ﹤0.01%
101
510
$11K ﹤0.01%
61
511
$11K ﹤0.01%
356
512
$11K ﹤0.01%
71
-3
513
$11K ﹤0.01%
57
+46
514
$11K ﹤0.01%
375
515
$11K ﹤0.01%
375
-140
516
$11K ﹤0.01%
500
517
$11K ﹤0.01%
29
518
$10K ﹤0.01%
70
+18
519
$10K ﹤0.01%
73
+5
520
$10K ﹤0.01%
82
521
$10K ﹤0.01%
200
522
$10K ﹤0.01%
70
523
$10K ﹤0.01%
+37
524
$10K ﹤0.01%
633
525
$10K ﹤0.01%
405
-953
19 20
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