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
$569M
AUM Growth
-$29.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,120
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$6.94M
3
+$6.7M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$6.5M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$5.58M

Top Sells

1
+$11.4M
2
+$10.5M
3
+$7.86M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$7.78M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$6.72M

Sector Composition

1 Technology 2.47%
2 Financials 2.44%
3 Energy 1.44%
4 Healthcare 1.3%
5 Consumer Discretionary 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$2K ﹤0.01%
18
-3
727
$2K ﹤0.01%
9
728
$2K ﹤0.01%
11
729
$2K ﹤0.01%
45
730
$2K ﹤0.01%
1,855
+100
731
$1K ﹤0.01%
6
-15
732
$1K ﹤0.01%
5,431
+1,000
733
$1K ﹤0.01%
670
734
$1K ﹤0.01%
+25
735
$1K ﹤0.01%
17
736
$1K ﹤0.01%
50
+14
737
$1K ﹤0.01%
10
738
$1K ﹤0.01%
+28
739
$1K ﹤0.01%
4
740
$1K ﹤0.01%
2
741
$1K ﹤0.01%
25
742
$1K ﹤0.01%
14
743
$1K ﹤0.01%
+34
744
$1K ﹤0.01%
+10
745
$1K ﹤0.01%
4
746
$1K ﹤0.01%
47
-15
747
$1K ﹤0.01%
3
-128
748
$1K ﹤0.01%
7
749
$1K ﹤0.01%
4
750
$1K ﹤0.01%
20
+6
28 29
30
31 32