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
$489M
AUM Growth
+$51.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,160
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$13.6M
3
+$9.88M
4
VT icon
Vanguard Total World Stock ETF
VT
+$9.22M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$8.83M

Top Sells

1
+$20.6M
2
+$13.4M
3
+$8.51M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$6.66M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.68M

Sector Composition

1 Financials 2.19%
2 Technology 2.04%
3 Healthcare 1.38%
4 Energy 1.36%
5 Consumer Staples 0.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$3K ﹤0.01%
150
677
$3K ﹤0.01%
7
678
$3K ﹤0.01%
100
679
$3K ﹤0.01%
100
680
$3K ﹤0.01%
57
681
$3K ﹤0.01%
7
682
$3K ﹤0.01%
149
683
$3K ﹤0.01%
328
684
$3K ﹤0.01%
32
685
$3K ﹤0.01%
77
686
$3K ﹤0.01%
48
687
$3K ﹤0.01%
25
688
$3K ﹤0.01%
16
689
$3K ﹤0.01%
224
690
$3K ﹤0.01%
15
691
$3K ﹤0.01%
28
-117
692
$3K ﹤0.01%
7
693
$3K ﹤0.01%
28
694
$3K ﹤0.01%
10
695
$3K ﹤0.01%
25
-500
696
$3K ﹤0.01%
200
+75
697
$3K ﹤0.01%
26
+3
698
$3K ﹤0.01%
135
-296
699
$2K ﹤0.01%
210
-97
700
$2K ﹤0.01%
5
26 27
28
29 30