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
676
$3K ﹤0.01%
23
-10
677
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5
678
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15
679
$3K ﹤0.01%
76
-20
680
$3K ﹤0.01%
30
+4
681
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6
-2
682
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20
683
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25
-35
684
$3K ﹤0.01%
46
+10
685
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23
-2
686
$3K ﹤0.01%
86
687
$3K ﹤0.01%
88
688
$3K ﹤0.01%
125
689
$3K ﹤0.01%
42
690
$3K ﹤0.01%
88
-57
691
$3K ﹤0.01%
108
+1
692
$3K ﹤0.01%
16
693
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222
+34
694
$3K ﹤0.01%
550
+82
695
$3K ﹤0.01%
367
+17
696
$3K ﹤0.01%
12
697
$3K ﹤0.01%
61
698
$3K ﹤0.01%
100
699
$3K ﹤0.01%
480
700
$3K ﹤0.01%
58
+33
26 27
28
29 30