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
576
$5K ﹤0.01%
+159
577
$5K ﹤0.01%
26
578
$5K ﹤0.01%
72
-28
579
$5K ﹤0.01%
44
-14
580
$5K ﹤0.01%
129
581
$5K ﹤0.01%
+220
582
$5K ﹤0.01%
34
-3
583
$5K ﹤0.01%
146
-22
584
$5K ﹤0.01%
317
585
$5K ﹤0.01%
111
586
$5K ﹤0.01%
28
587
$5K ﹤0.01%
85
588
$5K ﹤0.01%
42
589
$5K ﹤0.01%
590
590
$5K ﹤0.01%
95
591
$5K ﹤0.01%
77
592
$5K ﹤0.01%
69
-313
593
$5K ﹤0.01%
58
-61
594
$5K ﹤0.01%
35
-9
595
$5K ﹤0.01%
34
+11
596
$5K ﹤0.01%
181
597
$5K ﹤0.01%
36
598
$5K ﹤0.01%
19
599
$5K ﹤0.01%
100
600
$5K ﹤0.01%
12
22 23
24
25 26