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
626
$5K ﹤0.01%
+1,719
627
$5K ﹤0.01%
45
628
$5K ﹤0.01%
24
+22
629
$5K ﹤0.01%
78
630
$5K ﹤0.01%
9
631
$5K ﹤0.01%
103
632
$5K ﹤0.01%
54
633
$5K ﹤0.01%
86
634
$5K ﹤0.01%
17
+11
635
$5K ﹤0.01%
32
636
$5K ﹤0.01%
100
637
$5K ﹤0.01%
83
+44
638
$5K ﹤0.01%
+9
639
$5K ﹤0.01%
6
-43
640
$5K ﹤0.01%
70
641
$5K ﹤0.01%
20
+7
642
$5K ﹤0.01%
25
643
$5K ﹤0.01%
197
-145
644
$4K ﹤0.01%
+100
645
$4K ﹤0.01%
+73
646
$4K ﹤0.01%
63
-7
647
$4K ﹤0.01%
23
+14
648
$4K ﹤0.01%
+69
649
$4K ﹤0.01%
47
+26
650
$4K ﹤0.01%
33
24 25
26
27 28