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
$489M
AUM Growth
+$51.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,160
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$13.6M
3
+$9.88M
4
VT icon
Vanguard Total World Stock ETF
VT
+$9.22M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$8.83M

Top Sells

1
+$20.6M
2
+$13.4M
3
+$8.51M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$6.66M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.68M

Sector Composition

1 Financials 2.19%
2 Technology 2.04%
3 Healthcare 1.38%
4 Energy 1.36%
5 Consumer Staples 0.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$2K ﹤0.01%
70
752
$2K ﹤0.01%
+18
753
$2K ﹤0.01%
29
754
$2K ﹤0.01%
100
755
$2K ﹤0.01%
133
-11
756
$2K ﹤0.01%
47
-55
757
$2K ﹤0.01%
30
758
$2K ﹤0.01%
7
+2
759
$2K ﹤0.01%
12
760
$2K ﹤0.01%
6
761
$2K ﹤0.01%
9
762
$2K ﹤0.01%
20
-61
763
$2K ﹤0.01%
48
+41
764
$2K ﹤0.01%
11
765
$2K ﹤0.01%
300
766
$2K ﹤0.01%
1,200
+300
767
$2K ﹤0.01%
46
768
$2K ﹤0.01%
4
769
$1K ﹤0.01%
54
770
$1K ﹤0.01%
43
771
$1K ﹤0.01%
15
772
$1K ﹤0.01%
10
773
$1K ﹤0.01%
20
774
$1K ﹤0.01%
10
775
$1K ﹤0.01%
8
-19
29 30
31
32 33