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
576
$7.42K ﹤0.01%
+524
577
$7.38K ﹤0.01%
4
578
$7.3K ﹤0.01%
62
-30
579
$7.24K ﹤0.01%
1
580
$7.2K ﹤0.01%
108
581
$7.17K ﹤0.01%
14
-183
582
$7.13K ﹤0.01%
87
+34
583
$7K ﹤0.01%
83
+7
584
$6.96K ﹤0.01%
87
-68
585
$6.94K ﹤0.01%
404
+215
586
$6.91K ﹤0.01%
+58
587
$6.85K ﹤0.01%
235
588
$6.8K ﹤0.01%
781
-40
589
$6.73K ﹤0.01%
126
+15
590
$6.72K ﹤0.01%
39
591
$6.66K ﹤0.01%
79
+3
592
$6.66K ﹤0.01%
285
593
$6.62K ﹤0.01%
124
+15
594
$6.61K ﹤0.01%
+130
595
$6.54K ﹤0.01%
24
-31
596
$6.42K ﹤0.01%
19
-2
597
$6.39K ﹤0.01%
11
-3
598
$6.29K ﹤0.01%
264
+141
599
$6.22K ﹤0.01%
425
600
$6.17K ﹤0.01%
91
+8
22 23
24
25 26