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
$489M
AUM Growth
+$51.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,160
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$13.6M
3
+$9.88M
4
VT icon
Vanguard Total World Stock ETF
VT
+$9.22M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$8.83M

Top Sells

1
+$20.6M
2
+$13.4M
3
+$8.51M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$6.66M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.68M

Sector Composition

1 Financials 2.19%
2 Technology 2.04%
3 Healthcare 1.38%
4 Energy 1.36%
5 Consumer Staples 0.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$661K 0.14%
+13,362
52
$611K 0.13%
11,915
+2,450
53
$593K 0.12%
5,396
+1,000
54
$552K 0.11%
6,489
+1,122
55
$548K 0.11%
5,416
+356
56
$539K 0.11%
1,107
+234
57
$537K 0.11%
3,321
+250
58
$532K 0.11%
5,162
+443
59
$529K 0.11%
3,493
+499
60
$510K 0.1%
2,151
+19
61
$503K 0.1%
15,176
+1,394
62
$490K 0.1%
2,965
+271
63
$473K 0.1%
1,496
+128
64
$459K 0.09%
4,731
-2,233
65
$455K 0.09%
3,858
+372
66
$447K 0.09%
3,643
+440
67
$442K 0.09%
5,151
+711
68
$408K 0.08%
6,411
+811
69
$407K 0.08%
519
70
$400K 0.08%
1,652
+981
71
$388K 0.08%
7,250
-44
72
$379K 0.08%
6,770
+1,280
73
$377K 0.08%
4,532
+215
74
$370K 0.08%
3,335
+61
75
$365K 0.07%
4,492
+1,550
1 2
3
4 5