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
551
$8.51K ﹤0.01%
430
552
$8.48K ﹤0.01%
23
+4
553
$8.38K ﹤0.01%
109
+104
554
$8.33K ﹤0.01%
113
555
$8.3K ﹤0.01%
115
-100
556
$8.29K ﹤0.01%
34
-33
557
$8.27K ﹤0.01%
130
+23
558
$8.23K ﹤0.01%
200
559
$8.19K ﹤0.01%
29
560
$8.16K ﹤0.01%
36
+3
561
$8.12K ﹤0.01%
217
562
$8.06K ﹤0.01%
96
563
$8K ﹤0.01%
97
+9
564
$7.98K ﹤0.01%
83
+36
565
$7.96K ﹤0.01%
52
566
$7.94K ﹤0.01%
66
-5
567
$7.94K ﹤0.01%
262
568
$7.85K ﹤0.01%
46
-21
569
$7.82K ﹤0.01%
162
+136
570
$7.82K ﹤0.01%
39
+15
571
$7.79K ﹤0.01%
171
+2
572
$7.79K ﹤0.01%
80
+7
573
$7.75K ﹤0.01%
30
-9
574
$7.69K ﹤0.01%
57
+25
575
$7.46K ﹤0.01%
141
21 22
23
24 25