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
701
$2.8K ﹤0.01%
50
702
$2.8K ﹤0.01%
68
-194
703
$2.76K ﹤0.01%
240
-250
704
$2.73K ﹤0.01%
110
705
$2.73K ﹤0.01%
200
706
$2.71K ﹤0.01%
88
707
$2.69K ﹤0.01%
166
708
$2.62K ﹤0.01%
25
709
$2.6K ﹤0.01%
9
710
$2.58K ﹤0.01%
43
-101
711
$2.57K ﹤0.01%
13
-1
712
$2.56K ﹤0.01%
9
713
$2.53K ﹤0.01%
27
714
$2.52K ﹤0.01%
+200
715
$2.52K ﹤0.01%
112
716
$2.5K ﹤0.01%
+50
717
$2.46K ﹤0.01%
68
+24
718
$2.44K ﹤0.01%
150
+30
719
$2.44K ﹤0.01%
53
720
$2.37K ﹤0.01%
61
721
$2.36K ﹤0.01%
29
722
$2.32K ﹤0.01%
+55
723
$2.31K ﹤0.01%
42
724
$2.31K ﹤0.01%
23
725
$2.29K ﹤0.01%
100
27 28
29
30 31