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
601
$5K ﹤0.01%
25
602
$5K ﹤0.01%
138
-200
603
$5K ﹤0.01%
57
+35
604
$5K ﹤0.01%
20
605
$5K ﹤0.01%
+250
606
$5K ﹤0.01%
200
607
$5K ﹤0.01%
62
608
$5K ﹤0.01%
16
609
$5K ﹤0.01%
50
610
$5K ﹤0.01%
60
611
$5K ﹤0.01%
42
612
$5K ﹤0.01%
173
+131
613
$5K ﹤0.01%
317
614
$5K ﹤0.01%
150
+126
615
$5K ﹤0.01%
+100
616
$5K ﹤0.01%
48
617
$5K ﹤0.01%
20
618
$5K ﹤0.01%
85
619
$5K ﹤0.01%
108
+16
620
$5K ﹤0.01%
1
621
$5K ﹤0.01%
1,659
+1,498
622
$5K ﹤0.01%
181
623
$5K ﹤0.01%
158
+129
624
$5K ﹤0.01%
+45
625
$5K ﹤0.01%
113
23 24
25
26 27