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
676
$3.68K ﹤0.01%
252
+30
677
$3.65K ﹤0.01%
32
678
$3.62K ﹤0.01%
100
679
$3.44K ﹤0.01%
50
+21
680
$3.37K ﹤0.01%
10
681
$3.35K ﹤0.01%
142
682
$3.28K ﹤0.01%
85
-28
683
$3.24K ﹤0.01%
400
684
$3.21K ﹤0.01%
23
-7
685
$3.15K ﹤0.01%
21
-366
686
$3.14K ﹤0.01%
140
687
$3.1K ﹤0.01%
40
+29
688
$3.1K ﹤0.01%
10
689
$3.1K ﹤0.01%
18
+5
690
$3.08K ﹤0.01%
5
691
$3.08K ﹤0.01%
98
692
$3.04K ﹤0.01%
100
693
$3.02K ﹤0.01%
+36
694
$2.97K ﹤0.01%
109
+1
695
$2.97K ﹤0.01%
100
696
$2.92K ﹤0.01%
63
697
$2.91K ﹤0.01%
39
-27
698
$2.91K ﹤0.01%
14
-6
699
$2.9K ﹤0.01%
41
+6
700
$2.89K ﹤0.01%
114
-2,392
26 27
28
29 30