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
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%
31
785
$1K ﹤0.01%
17
786
$1K ﹤0.01%
7
787
$1K ﹤0.01%
17
788
$1K ﹤0.01%
19
+11
789
$1K ﹤0.01%
13
790
$1K ﹤0.01%
23
791
$1K ﹤0.01%
2
792
$1K ﹤0.01%
9
793
$1K ﹤0.01%
2
794
$1K ﹤0.01%
23
-141
795
$1K ﹤0.01%
39
796
$1K ﹤0.01%
34
797
$1K ﹤0.01%
3
798
$1K ﹤0.01%
4
799
$1K ﹤0.01%
143
800
$1K ﹤0.01%
13
30 31
32
33 34