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
701
$2K ﹤0.01%
29
702
$2K ﹤0.01%
8
703
$2K ﹤0.01%
2,725
704
$2K ﹤0.01%
64
705
$2K ﹤0.01%
20
706
$2K ﹤0.01%
53
707
$2K ﹤0.01%
31
-275
708
$2K ﹤0.01%
+51
709
$2K ﹤0.01%
24
710
$2K ﹤0.01%
10
-7
711
$2K ﹤0.01%
+142
712
$2K ﹤0.01%
89
+47
713
$2K ﹤0.01%
29
+20
714
$2K ﹤0.01%
242
715
$2K ﹤0.01%
17
716
$2K ﹤0.01%
9
717
$2K ﹤0.01%
16
+10
718
$2K ﹤0.01%
236
719
$2K ﹤0.01%
428
720
$2K ﹤0.01%
84
721
$2K ﹤0.01%
64
722
$2K ﹤0.01%
100
723
$2K ﹤0.01%
40
+14
724
$2K ﹤0.01%
60
-64
725
$2K ﹤0.01%
26
27 28
29
30 31