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
51
$1.28M 0.16%
6,092
+576
52
$1.27M 0.16%
7,602
+88
53
$1.22M 0.16%
7,268
+590
54
$1.17M 0.15%
20,496
+20,396
55
$1.17M 0.15%
2,023
+64
56
$1.16M 0.15%
2,224
+17
57
$1.06M 0.14%
5,589
-857
58
$1.04M 0.13%
4,016
+18
59
$1.04M 0.13%
10,306
+800
60
$973K 0.12%
8,344
+85
61
$937K 0.12%
5,217
+154
62
$931K 0.12%
7,379
-1,109
63
$859K 0.11%
2,344
+48
64
$839K 0.11%
1,695
-75
65
$839K 0.11%
7,484
+208
66
$835K 0.11%
11,664
+214
67
$804K 0.1%
974
-49
68
$798K 0.1%
+1
69
$784K 0.1%
6,426
+156
70
$739K 0.09%
4,337
+150
71
$739K 0.09%
2,115
-2
72
$704K 0.09%
16,851
+336
73
$685K 0.09%
11,098
+416
74
$680K 0.09%
4,283
+144
75
$675K 0.09%
4,362
-251
1 2
3
4 5