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
701
$3K ﹤0.01%
98
702
$3K ﹤0.01%
40
-18
703
$3K ﹤0.01%
37
704
$3K ﹤0.01%
+200
705
$3K ﹤0.01%
681
+104
706
$3K ﹤0.01%
24
707
$3K ﹤0.01%
87
-13
708
$3K ﹤0.01%
10
709
$3K ﹤0.01%
233
+31
710
$3K ﹤0.01%
121
+17
711
$3K ﹤0.01%
101
712
$3K ﹤0.01%
100
713
$3K ﹤0.01%
9
714
$3K ﹤0.01%
517
-6,172
715
$3K ﹤0.01%
132
716
$3K ﹤0.01%
108
+42
717
$3K ﹤0.01%
10
718
$3K ﹤0.01%
29
719
$3K ﹤0.01%
+19
720
$3K ﹤0.01%
66
+15
721
$3K ﹤0.01%
100
722
$3K ﹤0.01%
63
-26
723
$3K ﹤0.01%
150
724
$2K ﹤0.01%
33
-74
725
$2K ﹤0.01%
124
27 28
29
30 31