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
676
$2K ﹤0.01%
5
677
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+99
678
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18
679
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925
680
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21
681
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34
682
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28
683
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5
684
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21
685
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+143
686
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28
-105
687
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33
-50
688
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90
689
$2K ﹤0.01%
87
690
$2K ﹤0.01%
53
691
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13
+3
692
$2K ﹤0.01%
27
693
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42
694
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150
695
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46
-65
696
$2K ﹤0.01%
125
697
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34
-37
698
$2K ﹤0.01%
10
699
$2K ﹤0.01%
300
+200
700
$2K ﹤0.01%
149
26 27
28
29 30