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
$489M
AUM Growth
+$51.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,160
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$13.6M
3
+$9.88M
4
VT icon
Vanguard Total World Stock ETF
VT
+$9.22M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$8.83M

Top Sells

1
+$20.6M
2
+$13.4M
3
+$8.51M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$6.66M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.68M

Sector Composition

1 Financials 2.19%
2 Technology 2.04%
3 Healthcare 1.38%
4 Energy 1.36%
5 Consumer Staples 0.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$6K ﹤0.01%
166
+83
577
$6K ﹤0.01%
168
+23
578
$6K ﹤0.01%
33
-8
579
$6K ﹤0.01%
113
+2
580
$6K ﹤0.01%
39
581
$6K ﹤0.01%
62
582
$6K ﹤0.01%
98
+32
583
$6K ﹤0.01%
1,295
-1,848
584
$6K ﹤0.01%
42
585
$6K ﹤0.01%
197
586
$6K ﹤0.01%
69
587
$6K ﹤0.01%
20
+9
588
$6K ﹤0.01%
399
+101
589
$6K ﹤0.01%
9
+2
590
$6K ﹤0.01%
1,749
+1,501
591
$6K ﹤0.01%
154
592
$6K ﹤0.01%
33
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593
$6K ﹤0.01%
126
594
$6K ﹤0.01%
12
595
$6K ﹤0.01%
+374
596
$6K ﹤0.01%
235
597
$6K ﹤0.01%
63
598
$6K ﹤0.01%
66
+1
599
$6K ﹤0.01%
1,434
-337
600
$6K ﹤0.01%
300
22 23
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