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
$805M
AUM Growth
+$76.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,073
New
Increased
Reduced
Closed

Top Buys

1
+$26.8M
2
+$22.4M
3
+$19.8M
4
BBAX icon
JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF
BBAX
+$7.13M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$6.93M

Top Sells

1
+$21.8M
2
+$17.6M
3
+$8.2M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$7.43M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$7.09M

Sector Composition

1 Technology 2.61%
2 Financials 1.68%
3 Healthcare 1.01%
4 Energy 1%
5 Consumer Discretionary 0.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$7K ﹤0.01%
+215
602
$6K ﹤0.01%
28
603
$6K ﹤0.01%
31
+20
604
$6K ﹤0.01%
14
+12
605
$6K ﹤0.01%
+77
606
$6K ﹤0.01%
72
607
$6K ﹤0.01%
40
-31
608
$6K ﹤0.01%
103
+20
609
$6K ﹤0.01%
52
610
$6K ﹤0.01%
138
611
$6K ﹤0.01%
87
-12
612
$6K ﹤0.01%
317
-17
613
$6K ﹤0.01%
153
-154
614
$6K ﹤0.01%
118
+26
615
$6K ﹤0.01%
77
616
$6K ﹤0.01%
65
+45
617
$6K ﹤0.01%
73
618
$6K ﹤0.01%
840
619
$6K ﹤0.01%
21
+3
620
$6K ﹤0.01%
+200
621
$5K ﹤0.01%
12
622
$5K ﹤0.01%
48
-513
623
$5K ﹤0.01%
31
+4
624
$5K ﹤0.01%
28
625
$5K ﹤0.01%
25
+4
23 24
25
26 27