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
526
$10.2K ﹤0.01%
+1,320
527
$10.2K ﹤0.01%
1,527
+1,039
528
$10.2K ﹤0.01%
203
-120
529
$10.1K ﹤0.01%
2,725
530
$9.93K ﹤0.01%
133
+20
531
$9.84K ﹤0.01%
139
+15
532
$9.61K ﹤0.01%
248
+51
533
$9.57K ﹤0.01%
666
534
$9.54K ﹤0.01%
163
+26
535
$9.49K ﹤0.01%
74
+3
536
$9.45K ﹤0.01%
99
+1
537
$9.44K ﹤0.01%
39
+25
538
$9.38K ﹤0.01%
57
-39
539
$9.32K ﹤0.01%
85
+51
540
$9.32K ﹤0.01%
63
+27
541
$9.31K ﹤0.01%
55
542
$9.24K ﹤0.01%
270
+76
543
$8.97K ﹤0.01%
196
+16
544
$8.9K ﹤0.01%
419
+5
545
$8.84K ﹤0.01%
77
+24
546
$8.81K ﹤0.01%
50
+5
547
$8.81K ﹤0.01%
48
-18
548
$8.73K ﹤0.01%
36
+11
549
$8.68K ﹤0.01%
77
550
$8.67K ﹤0.01%
127
-7
20 21
22
23 24