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
501
$11.7K ﹤0.01%
200
502
$11.6K ﹤0.01%
2,208
+2,168
503
$11.5K ﹤0.01%
500
504
$11.4K ﹤0.01%
74
505
$11.3K ﹤0.01%
116
-11
506
$11.2K ﹤0.01%
176
+79
507
$11.2K ﹤0.01%
28
-15
508
$11.1K ﹤0.01%
26
-2
509
$11.1K ﹤0.01%
356
-60
510
$11K ﹤0.01%
712
-718
511
$10.8K ﹤0.01%
154
512
$10.8K ﹤0.01%
48
+8
513
$10.8K ﹤0.01%
36
+3
514
$10.8K ﹤0.01%
65
-26
515
$10.7K ﹤0.01%
84
+2
516
$10.7K ﹤0.01%
82
-3
517
$10.7K ﹤0.01%
170
+2
518
$10.6K ﹤0.01%
9
-1
519
$10.6K ﹤0.01%
66
+62
520
$10.5K ﹤0.01%
293
+264
521
$10.5K ﹤0.01%
129
-7
522
$10.5K ﹤0.01%
375
523
$10.5K ﹤0.01%
306
+72
524
$10.4K ﹤0.01%
62
+4
525
$10.3K ﹤0.01%
93
+7
19 20
21
22 23