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
626
$5K ﹤0.01%
37
-33
627
$4K ﹤0.01%
44
628
$4K ﹤0.01%
20
+10
629
$4K ﹤0.01%
35
630
$4K ﹤0.01%
85
+38
631
$4K ﹤0.01%
31
-5
632
$4K ﹤0.01%
61
633
$4K ﹤0.01%
+122
634
$4K ﹤0.01%
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635
$4K ﹤0.01%
200
636
$4K ﹤0.01%
70
+25
637
$4K ﹤0.01%
22
638
$4K ﹤0.01%
21
-6
639
$4K ﹤0.01%
73
640
$4K ﹤0.01%
400
641
$4K ﹤0.01%
288
642
$4K ﹤0.01%
54
643
$4K ﹤0.01%
+260
644
$4K ﹤0.01%
42
645
$4K ﹤0.01%
61
646
$4K ﹤0.01%
85
647
$4K ﹤0.01%
198
+114
648
$4K ﹤0.01%
11
+4
649
$4K ﹤0.01%
300
650
$4K ﹤0.01%
68
+14
24 25
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