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
626
$5.38K ﹤0.01%
8
+5
627
$5.38K ﹤0.01%
82
-57
628
$5.37K ﹤0.01%
25
-3
629
$5.26K ﹤0.01%
197
630
$5.22K ﹤0.01%
9
631
$5.17K ﹤0.01%
129
+93
632
$5.13K ﹤0.01%
14
+8
633
$5.09K ﹤0.01%
29
-7
634
$5.07K ﹤0.01%
70
+63
635
$5.02K ﹤0.01%
200
636
$4.98K ﹤0.01%
54
637
$4.97K ﹤0.01%
47
+16
638
$4.94K ﹤0.01%
+186
639
$4.87K ﹤0.01%
53
+1
640
$4.85K ﹤0.01%
500
+45
641
$4.81K ﹤0.01%
17
642
$4.77K ﹤0.01%
23
+8
643
$4.75K ﹤0.01%
+26
644
$4.58K ﹤0.01%
181
645
$4.55K ﹤0.01%
101
+28
646
$4.53K ﹤0.01%
25
647
$4.5K ﹤0.01%
317
-110
648
$4.45K ﹤0.01%
341
649
$4.45K ﹤0.01%
32
-7
650
$4.43K ﹤0.01%
87
24 25
26
27 28