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
526
$10K ﹤0.01%
414
-90
527
$10K ﹤0.01%
376
528
$10K ﹤0.01%
1
529
$10K ﹤0.01%
666
530
$10K ﹤0.01%
47
-1
531
$10K ﹤0.01%
58
+44
532
$10K ﹤0.01%
1,176
533
$10K ﹤0.01%
100
+1
534
$9K ﹤0.01%
260
-484
535
$9K ﹤0.01%
58
536
$9K ﹤0.01%
113
+17
537
$9K ﹤0.01%
236
+2
538
$9K ﹤0.01%
69
+12
539
$9K ﹤0.01%
35
+2
540
$9K ﹤0.01%
96
+46
541
$9K ﹤0.01%
125
+53
542
$9K ﹤0.01%
37
543
$9K ﹤0.01%
96
-4
544
$9K ﹤0.01%
47
545
$9K ﹤0.01%
781
-347
546
$8K ﹤0.01%
128
547
$8K ﹤0.01%
34
-1
548
$8K ﹤0.01%
76
-20
549
$8K ﹤0.01%
144
-10
550
$8K ﹤0.01%
50
+10
20 21
22
23 24