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
726
$2.29K ﹤0.01%
37
727
$2.22K ﹤0.01%
81
728
$2.21K ﹤0.01%
54
-40
729
$2.21K ﹤0.01%
100
730
$2.21K ﹤0.01%
17
731
$2.2K ﹤0.01%
94
+12
732
$2.2K ﹤0.01%
29
733
$2.19K ﹤0.01%
10
734
$2.17K ﹤0.01%
21
+15
735
$2.16K ﹤0.01%
+35
736
$2.15K ﹤0.01%
38
-182
737
$2.14K ﹤0.01%
29
738
$2.11K ﹤0.01%
24
+3
739
$2.09K ﹤0.01%
18
740
$2.08K ﹤0.01%
26
741
$2.05K ﹤0.01%
28
742
$1.98K ﹤0.01%
16
743
$1.97K ﹤0.01%
17
744
$1.95K ﹤0.01%
64
+36
745
$1.92K ﹤0.01%
16
-7
746
$1.88K ﹤0.01%
480
747
$1.86K ﹤0.01%
30
+22
748
$1.86K ﹤0.01%
25
749
$1.86K ﹤0.01%
125
-450
750
$1.83K ﹤0.01%
15
+6
28 29
30
31 32