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
776
$1.42K ﹤0.01%
13
-3
777
$1.41K ﹤0.01%
12
+9
778
$1.41K ﹤0.01%
27
-10
779
$1.4K ﹤0.01%
9
-27
780
$1.38K ﹤0.01%
100
781
$1.32K ﹤0.01%
32
782
$1.32K ﹤0.01%
16
783
$1.31K ﹤0.01%
15
784
$1.3K ﹤0.01%
18
785
$1.26K ﹤0.01%
7
+1
786
$1.26K ﹤0.01%
3
-4
787
$1.25K ﹤0.01%
13
-51,752
788
$1.25K ﹤0.01%
47
789
$1.23K ﹤0.01%
4
790
$1.23K ﹤0.01%
39
791
$1.21K ﹤0.01%
7
792
$1.21K ﹤0.01%
9
793
$1.21K ﹤0.01%
77
794
$1.21K ﹤0.01%
+100
795
$1.2K ﹤0.01%
33
796
$1.17K ﹤0.01%
40
797
$1.17K ﹤0.01%
5
-17
798
$1.16K ﹤0.01%
13
799
$1.16K ﹤0.01%
12
800
$1.15K ﹤0.01%
4
+1
30 31
32
33 34