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
626
$4K ﹤0.01%
108
627
$4K ﹤0.01%
89
+5
628
$4K ﹤0.01%
50
+30
629
$4K ﹤0.01%
16
630
$4K ﹤0.01%
+188
631
$4K ﹤0.01%
25
632
$3K ﹤0.01%
400
633
$3K ﹤0.01%
42
634
$3K ﹤0.01%
44
-17
635
$3K ﹤0.01%
54
636
$3K ﹤0.01%
62
-62
637
$3K ﹤0.01%
75
-210
638
$3K ﹤0.01%
35
639
$3K ﹤0.01%
15
+6
640
$3K ﹤0.01%
5
641
$3K ﹤0.01%
68
642
$3K ﹤0.01%
112
643
$3K ﹤0.01%
27
-38
644
$3K ﹤0.01%
20
-222
645
$3K ﹤0.01%
9
646
$3K ﹤0.01%
3
647
$3K ﹤0.01%
100
648
$3K ﹤0.01%
171
649
$3K ﹤0.01%
+85
650
$3K ﹤0.01%
125
24 25
26
27 28