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
801
$1.13K ﹤0.01%
17
802
$1.13K ﹤0.01%
14
803
$1.09K ﹤0.01%
+200
804
$1.09K ﹤0.01%
30
805
$1.08K ﹤0.01%
23
806
$1.06K ﹤0.01%
10
807
$1.05K ﹤0.01%
21
808
$1.04K ﹤0.01%
16
809
$1.02K ﹤0.01%
3
810
$1.02K ﹤0.01%
18
811
$1.01K ﹤0.01%
5
-30
812
$1K ﹤0.01%
8
-3
813
$990 ﹤0.01%
15
-5
814
$962 ﹤0.01%
31
815
$958 ﹤0.01%
24
816
$956 ﹤0.01%
56
817
$956 ﹤0.01%
+44
818
$952 ﹤0.01%
3
819
$943 ﹤0.01%
16
-64
820
$940 ﹤0.01%
22
821
$937 ﹤0.01%
+5
822
$926 ﹤0.01%
10
823
$921 ﹤0.01%
28
824
$920 ﹤0.01%
3
+2
825
$918 ﹤0.01%
143
31 32
33
34 35