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
801
$1K ﹤0.01%
25
+6
802
$1K ﹤0.01%
16
803
$1K ﹤0.01%
18
804
$1K ﹤0.01%
3
805
$1K ﹤0.01%
42
806
$1K ﹤0.01%
+301
807
$1K ﹤0.01%
45
808
$1K ﹤0.01%
41
+10
809
$1K ﹤0.01%
9
810
$1K ﹤0.01%
4
-206
811
$1K ﹤0.01%
14
812
$1K ﹤0.01%
24
+5
813
$1K ﹤0.01%
+4
814
$1K ﹤0.01%
29
815
$1K ﹤0.01%
24
816
$1K ﹤0.01%
26
817
$1K ﹤0.01%
10
818
$1K ﹤0.01%
37
819
$1K ﹤0.01%
+20
820
$1K ﹤0.01%
7
821
$1K ﹤0.01%
78
-108
822
$1K ﹤0.01%
4
823
$1K ﹤0.01%
12
824
$1K ﹤0.01%
9
825
$1K ﹤0.01%
+20
31 32
33
34 35