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
551
$6K ﹤0.01%
20
552
$6K ﹤0.01%
34
553
$6K ﹤0.01%
185
554
$6K ﹤0.01%
105
555
$6K ﹤0.01%
82
556
$6K ﹤0.01%
+86
557
$6K ﹤0.01%
122
558
$6K ﹤0.01%
56
-23
559
$6K ﹤0.01%
48
560
$6K ﹤0.01%
61
-33
561
$6K ﹤0.01%
443
562
$6K ﹤0.01%
119
+2
563
$6K ﹤0.01%
100
564
$6K ﹤0.01%
120
565
$6K ﹤0.01%
107
-12
566
$6K ﹤0.01%
1
567
$6K ﹤0.01%
268
568
$6K ﹤0.01%
16
569
$6K ﹤0.01%
13
+6
570
$6K ﹤0.01%
49
-106
571
$6K ﹤0.01%
235
572
$6K ﹤0.01%
31
+5
573
$6K ﹤0.01%
56
-10
574
$5K ﹤0.01%
83
575
$5K ﹤0.01%
79
-56
21 22
23
24 25