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
751
$1K ﹤0.01%
22
+5
752
$1K ﹤0.01%
3
753
$1K ﹤0.01%
16
+5
754
$1K ﹤0.01%
12
+5
755
$1K ﹤0.01%
56
756
$1K ﹤0.01%
30
757
$1K ﹤0.01%
17
-35
758
$1K ﹤0.01%
9
+6
759
$1K ﹤0.01%
+4
760
$1K ﹤0.01%
+17
761
$1K ﹤0.01%
13
+4
762
$1K ﹤0.01%
13
763
$1K ﹤0.01%
54
764
$1K ﹤0.01%
21
-21
765
$1K ﹤0.01%
40
766
$1K ﹤0.01%
+16
767
$1K ﹤0.01%
18
768
$1K ﹤0.01%
15
+6
769
$1K ﹤0.01%
10
770
$1K ﹤0.01%
+11
771
$1K ﹤0.01%
27
772
$1K ﹤0.01%
200
773
$1K ﹤0.01%
2
774
$1K ﹤0.01%
100
775
$1K ﹤0.01%
12
29 30
31
32 33