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
601
$6.17K ﹤0.01%
63
-12
602
$6.16K ﹤0.01%
91
+5
603
$6.1K ﹤0.01%
102
+8
604
$6.09K ﹤0.01%
51
-213
605
$6.08K ﹤0.01%
44
+10
606
$5.92K ﹤0.01%
247
+82
607
$5.9K ﹤0.01%
33
+13
608
$5.87K ﹤0.01%
585
-97
609
$5.86K ﹤0.01%
74
+2
610
$5.79K ﹤0.01%
39
-1
611
$5.75K ﹤0.01%
55
612
$5.73K ﹤0.01%
40
-17
613
$5.73K ﹤0.01%
18
614
$5.72K ﹤0.01%
69
615
$5.7K ﹤0.01%
81
+9
616
$5.7K ﹤0.01%
32
-2
617
$5.64K ﹤0.01%
9
-3
618
$5.59K ﹤0.01%
260
+244
619
$5.59K ﹤0.01%
16
620
$5.57K ﹤0.01%
125
+25
621
$5.56K ﹤0.01%
20
+1
622
$5.53K ﹤0.01%
189
+141
623
$5.5K ﹤0.01%
116
-78
624
$5.42K ﹤0.01%
83
625
$5.4K ﹤0.01%
250
23 24
25
26 27