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
801
$1K ﹤0.01%
12
+5
802
$1K ﹤0.01%
+6
803
$1K ﹤0.01%
242
804
$1K ﹤0.01%
14
805
$1K ﹤0.01%
100
806
$1K ﹤0.01%
25
807
$1K ﹤0.01%
12
808
$1K ﹤0.01%
17
-1
809
$1K ﹤0.01%
10
810
$1K ﹤0.01%
23
811
$1K ﹤0.01%
3
812
$1K ﹤0.01%
20
813
$1K ﹤0.01%
+4
814
$1K ﹤0.01%
4
815
$1K ﹤0.01%
6
816
$1K ﹤0.01%
14
817
$1K ﹤0.01%
8
818
$1K ﹤0.01%
4
819
$1K ﹤0.01%
143
820
$1K ﹤0.01%
3
821
$1K ﹤0.01%
38
822
$1K ﹤0.01%
8
823
$1K ﹤0.01%
7
-3,644
824
$1K ﹤0.01%
4
825
$1K ﹤0.01%
5
31 32
33
34 35