FMP

Financial Management Professionals Portfolio holdings

AUM $892M
1-Year Est. Return 18.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.69%
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
+$25.9M
2
+$21.4M
3
+$19.2M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$6.71M
5
BBAX icon
JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF
BBAX
+$6.63M

Top Sells

1
+$20.9M
2
+$17.6M
3
+$7.9M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$7.16M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$6.81M

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%
37
-20
752
$2K ﹤0.01%
16
753
$2K ﹤0.01%
150
754
$2K ﹤0.01%
13
755
$2K ﹤0.01%
53
756
$2K ﹤0.01%
10
757
$2K ﹤0.01%
13
-5
758
$2K ﹤0.01%
17
+7
759
$2K ﹤0.01%
+130
760
$2K ﹤0.01%
29
761
$2K ﹤0.01%
31
+26
762
$2K ﹤0.01%
17
763
$2K ﹤0.01%
18
+7
764
$2K ﹤0.01%
82
765
$2K ﹤0.01%
21
766
$2K ﹤0.01%
18
767
$2K ﹤0.01%
10
768
$2K ﹤0.01%
20
769
$2K ﹤0.01%
13
-11
770
$2K ﹤0.01%
40
771
$2K ﹤0.01%
10
772
$2K ﹤0.01%
6
773
$2K ﹤0.01%
29
774
$2K ﹤0.01%
+27
775
$2K ﹤0.01%
29
29 30
31
32 33