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
526
$8K ﹤0.01%
100
527
$8K ﹤0.01%
45
-46
528
$7K ﹤0.01%
49
+5
529
$7K ﹤0.01%
49
530
$7K ﹤0.01%
67
531
$7K ﹤0.01%
42
532
$7K ﹤0.01%
176
-24
533
$7K ﹤0.01%
70
534
$7K ﹤0.01%
222
535
$7K ﹤0.01%
80
+45
536
$7K ﹤0.01%
52
537
$7K ﹤0.01%
84
538
$7K ﹤0.01%
36
-6
539
$7K ﹤0.01%
46
-34
540
$7K ﹤0.01%
356
541
$7K ﹤0.01%
+66
542
$7K ﹤0.01%
400
543
$7K ﹤0.01%
22
544
$7K ﹤0.01%
219
+183
545
$7K ﹤0.01%
292
546
$7K ﹤0.01%
127
-278
547
$7K ﹤0.01%
33
548
$7K ﹤0.01%
232
549
$7K ﹤0.01%
63
550
$7K ﹤0.01%
29
-5
20 21
22
23 24