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
776
$1K ﹤0.01%
+47
777
$1K ﹤0.01%
12
-231
778
$1K ﹤0.01%
289
-4,857
779
$1K ﹤0.01%
8
780
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17
781
$1K ﹤0.01%
25
782
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4
783
$1K ﹤0.01%
3
784
$1K ﹤0.01%
4
785
$1K ﹤0.01%
7
786
$1K ﹤0.01%
38
787
$1K ﹤0.01%
22
788
$1K ﹤0.01%
+17
789
$1K ﹤0.01%
3
790
$1K ﹤0.01%
+34
791
$1K ﹤0.01%
5
-1,711
792
$1K ﹤0.01%
15
793
$1K ﹤0.01%
50
794
$1K ﹤0.01%
5
-14
795
$1K ﹤0.01%
28
796
$1K ﹤0.01%
2
797
$1K ﹤0.01%
18
798
$1K ﹤0.01%
6
799
$1K ﹤0.01%
37
800
$1K ﹤0.01%
12
30 31
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33 34