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
651
$3K ﹤0.01%
+23
652
$3K ﹤0.01%
100
653
$3K ﹤0.01%
7
654
$3K ﹤0.01%
61
655
$3K ﹤0.01%
32
656
$3K ﹤0.01%
45
657
$3K ﹤0.01%
368
658
$3K ﹤0.01%
150
659
$3K ﹤0.01%
11
-4
660
$3K ﹤0.01%
200
661
$3K ﹤0.01%
30
662
$3K ﹤0.01%
13
-24
663
$3K ﹤0.01%
100
664
$3K ﹤0.01%
17
-2
665
$3K ﹤0.01%
130
+4
666
$3K ﹤0.01%
52
-9
667
$3K ﹤0.01%
30
668
$3K ﹤0.01%
29
669
$3K ﹤0.01%
31
-12
670
$3K ﹤0.01%
85
+44
671
$3K ﹤0.01%
100
672
$3K ﹤0.01%
+23
673
$3K ﹤0.01%
300
674
$3K ﹤0.01%
400
675
$2K ﹤0.01%
124
-131
25 26
27
28 29