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
651
$4.36K ﹤0.01%
12
+3
652
$4.35K ﹤0.01%
35
+21
653
$4.25K ﹤0.01%
73
654
$4.23K ﹤0.01%
97
+70
655
$4.21K ﹤0.01%
61
656
$4.2K ﹤0.01%
33
+24
657
$4.13K ﹤0.01%
47
+9
658
$4.12K ﹤0.01%
509
+64
659
$4.12K ﹤0.01%
314
+52
660
$4.05K ﹤0.01%
252
661
$3.99K ﹤0.01%
657
+100
662
$3.98K ﹤0.01%
27
663
$3.98K ﹤0.01%
69
+17
664
$3.93K ﹤0.01%
153
+52
665
$3.91K ﹤0.01%
215
666
$3.88K ﹤0.01%
268
667
$3.85K ﹤0.01%
26
+10
668
$3.83K ﹤0.01%
784
+103
669
$3.79K ﹤0.01%
84
-12
670
$3.79K ﹤0.01%
705
671
$3.77K ﹤0.01%
458
+36
672
$3.73K ﹤0.01%
72
673
$3.71K ﹤0.01%
100
674
$3.7K ﹤0.01%
400
675
$3.68K ﹤0.01%
155
+19
25 26
27
28 29