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
751
$2K ﹤0.01%
53
752
$2K ﹤0.01%
10
753
$2K ﹤0.01%
13
-5
754
$2K ﹤0.01%
17
+7
755
$2K ﹤0.01%
+130
756
$2K ﹤0.01%
29
757
$2K ﹤0.01%
31
+26
758
$2K ﹤0.01%
17
759
$2K ﹤0.01%
18
+7
760
$2K ﹤0.01%
82
761
$2K ﹤0.01%
26
762
$2K ﹤0.01%
100
763
$2K ﹤0.01%
21
764
$2K ﹤0.01%
18
765
$2K ﹤0.01%
10
766
$2K ﹤0.01%
40
767
$2K ﹤0.01%
+15
768
$2K ﹤0.01%
10
769
$2K ﹤0.01%
6
770
$2K ﹤0.01%
29
771
$2K ﹤0.01%
+27
772
$2K ﹤0.01%
20
773
$2K ﹤0.01%
13
-11
774
$2K ﹤0.01%
29
775
$2K ﹤0.01%
11
29 30
31
32 33