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
51
$1.24M 0.15%
+47,096
52
$1.24M 0.15%
2,116
+780
53
$1.22M 0.15%
2,645
+7
54
$1.18M 0.15%
4,496
-532
55
$1.16M 0.14%
2,032
-80
56
$1.11M 0.14%
13,340
-172
57
$1.06M 0.13%
6,171
+31
58
$1.02M 0.13%
18,427
+660
59
$1.01M 0.13%
8,096
+524
60
$1M 0.12%
5,078
+87
61
$969K 0.12%
4,691
-48
62
$962K 0.12%
9,556
63
$962K 0.12%
4,171
+336
64
$948K 0.12%
6,438
-123
65
$920K 0.11%
1,039
-24
66
$894K 0.11%
1,819
+206
67
$859K 0.11%
2,121
+39
68
$806K 0.1%
2,112
+6
69
$797K 0.1%
1,364
+6
70
$791K 0.1%
7,586
-171
71
$765K 0.1%
+6,657
72
$759K 0.09%
10,560
+343
73
$755K 0.09%
4,555
-186
74
$745K 0.09%
+5,771
75
$718K 0.09%
4,147
+283
1 2
3
4 5