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
726
$2K ﹤0.01%
18
727
$2K ﹤0.01%
191
-72
728
$2K ﹤0.01%
10
729
$2K ﹤0.01%
21
730
$2K ﹤0.01%
35
-10
731
$2K ﹤0.01%
25
732
$2K ﹤0.01%
4
733
$2K ﹤0.01%
51
+4
734
$2K ﹤0.01%
19
+6
735
$2K ﹤0.01%
47
+29
736
$2K ﹤0.01%
30
737
$2K ﹤0.01%
32
-54
738
$2K ﹤0.01%
925
739
$2K ﹤0.01%
112
740
$2K ﹤0.01%
50
741
$2K ﹤0.01%
37
-20
742
$2K ﹤0.01%
16
743
$2K ﹤0.01%
150
744
$2K ﹤0.01%
27
745
$2K ﹤0.01%
10
746
$2K ﹤0.01%
86
+57
747
$2K ﹤0.01%
42
748
$2K ﹤0.01%
34
+18
749
$2K ﹤0.01%
29
750
$2K ﹤0.01%
7
28 29
30
31 32