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
776
$1K ﹤0.01%
2
777
$1K ﹤0.01%
100
778
$1K ﹤0.01%
12
779
$1K ﹤0.01%
8
780
$1K ﹤0.01%
32
781
$1K ﹤0.01%
13
-38
782
$1K ﹤0.01%
6
783
$1K ﹤0.01%
5
784
$1K ﹤0.01%
15
+9
785
$1K ﹤0.01%
218
786
$1K ﹤0.01%
21
787
$1K ﹤0.01%
+45
788
$1K ﹤0.01%
8
789
$1K ﹤0.01%
4
790
$1K ﹤0.01%
3
791
$1K ﹤0.01%
480
792
$1K ﹤0.01%
72
793
$1K ﹤0.01%
8
794
$1K ﹤0.01%
7
795
$1K ﹤0.01%
17
796
$1K ﹤0.01%
32
797
$1K ﹤0.01%
+4
798
$1K ﹤0.01%
13
799
$1K ﹤0.01%
12
800
$1K ﹤0.01%
16
-134
30 31
32
33 34