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
751
$1.83K ﹤0.01%
300
-400
752
$1.83K ﹤0.01%
10
753
$1.81K ﹤0.01%
20
754
$1.81K ﹤0.01%
25
-11
755
$1.81K ﹤0.01%
50
756
$1.8K ﹤0.01%
28
-6
757
$1.78K ﹤0.01%
33
758
$1.76K ﹤0.01%
20
-5
759
$1.73K ﹤0.01%
11
760
$1.71K ﹤0.01%
150
761
$1.68K ﹤0.01%
16
762
$1.67K ﹤0.01%
925
763
$1.66K ﹤0.01%
51
+6
764
$1.64K ﹤0.01%
+200
765
$1.63K ﹤0.01%
600
766
$1.62K ﹤0.01%
27
767
$1.62K ﹤0.01%
40
+17
768
$1.53K ﹤0.01%
36
769
$1.52K ﹤0.01%
3
770
$1.52K ﹤0.01%
29
771
$1.52K ﹤0.01%
35
+1
772
$1.52K ﹤0.01%
13
773
$1.51K ﹤0.01%
15
+1
774
$1.49K ﹤0.01%
19
-4
775
$1.47K ﹤0.01%
4
29 30
31
32 33