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
801
$1K ﹤0.01%
143
802
$1K ﹤0.01%
3
803
$1K ﹤0.01%
38
804
$1K ﹤0.01%
8
805
$1K ﹤0.01%
7
-3,644
806
$1K ﹤0.01%
4
807
$1K ﹤0.01%
5
808
$1K ﹤0.01%
3
809
$1K ﹤0.01%
22
810
$1K ﹤0.01%
3
811
$1K ﹤0.01%
27
812
$1K ﹤0.01%
28
813
$1K ﹤0.01%
16
814
$1K ﹤0.01%
4
815
$1K ﹤0.01%
24
816
$1K ﹤0.01%
16
+5
817
$1K ﹤0.01%
12
818
$1K ﹤0.01%
56
819
$1K ﹤0.01%
31
820
$1K ﹤0.01%
17
821
$1K ﹤0.01%
7
822
$1K ﹤0.01%
17
823
$1K ﹤0.01%
143
824
$1K ﹤0.01%
13
825
$1K ﹤0.01%
19
+11
31 32
33
34 35