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
601
$5K ﹤0.01%
+39
602
$5K ﹤0.01%
116
-4,130
603
$5K ﹤0.01%
33
604
$4K ﹤0.01%
88
605
$4K ﹤0.01%
47
+14
606
$4K ﹤0.01%
72
-79
607
$4K ﹤0.01%
60
+2
608
$4K ﹤0.01%
113
-27
609
$4K ﹤0.01%
38
610
$4K ﹤0.01%
76
+7
611
$4K ﹤0.01%
54
-182
612
$4K ﹤0.01%
112
-32
613
$4K ﹤0.01%
+218
614
$4K ﹤0.01%
76
615
$4K ﹤0.01%
17
616
$4K ﹤0.01%
26
-210
617
$4K ﹤0.01%
54
-317
618
$4K ﹤0.01%
57
619
$4K ﹤0.01%
85
620
$4K ﹤0.01%
9
621
$4K ﹤0.01%
506
622
$4K ﹤0.01%
10
623
$4K ﹤0.01%
42
-13
624
$4K ﹤0.01%
154
625
$4K ﹤0.01%
130
+50
23 24
25
26 27