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
776
$2K ﹤0.01%
11
777
$2K ﹤0.01%
+64
778
$2K ﹤0.01%
25
779
$2K ﹤0.01%
2,539
780
$1K ﹤0.01%
3
781
$1K ﹤0.01%
3
782
$1K ﹤0.01%
14
783
$1K ﹤0.01%
117
784
$1K ﹤0.01%
100
785
$1K ﹤0.01%
25
786
$1K ﹤0.01%
12
787
$1K ﹤0.01%
17
-1
788
$1K ﹤0.01%
10
789
$1K ﹤0.01%
23
790
$1K ﹤0.01%
3
791
$1K ﹤0.01%
20
792
$1K ﹤0.01%
+4
793
$1K ﹤0.01%
4
794
$1K ﹤0.01%
6
795
$1K ﹤0.01%
14
796
$1K ﹤0.01%
34
797
$1K ﹤0.01%
8
798
$1K ﹤0.01%
3
799
$1K ﹤0.01%
4
800
$1K ﹤0.01%
4
30 31
32
33 34