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
651
$4K ﹤0.01%
38
652
$4K ﹤0.01%
107
653
$4K ﹤0.01%
162
654
$4K ﹤0.01%
400
-41
655
$4K ﹤0.01%
+140
656
$4K ﹤0.01%
64
+17
657
$4K ﹤0.01%
100
658
$4K ﹤0.01%
52
659
$4K ﹤0.01%
85
660
$4K ﹤0.01%
30
+17
661
$4K ﹤0.01%
20
+7
662
$4K ﹤0.01%
217
+52
663
$4K ﹤0.01%
+341
664
$4K ﹤0.01%
445
+111
665
$4K ﹤0.01%
400
666
$4K ﹤0.01%
32
-7
667
$4K ﹤0.01%
468
668
$4K ﹤0.01%
181
669
$4K ﹤0.01%
166
+130
670
$4K ﹤0.01%
100
671
$4K ﹤0.01%
250
672
$4K ﹤0.01%
29
673
$3K ﹤0.01%
25
674
$3K ﹤0.01%
54
675
$3K ﹤0.01%
235
+37
25 26
27
28 29