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
826
$1K ﹤0.01%
10
827
$1K ﹤0.01%
29
-656
828
$1K ﹤0.01%
4
829
$1K ﹤0.01%
6
830
$1K ﹤0.01%
+9
831
$1K ﹤0.01%
8
832
$1K ﹤0.01%
+19
833
$1K ﹤0.01%
19
834
$1K ﹤0.01%
7
835
$1K ﹤0.01%
59
836
$1K ﹤0.01%
9
837
$1K ﹤0.01%
3
838
$1K ﹤0.01%
21
839
$1K ﹤0.01%
14
840
$1K ﹤0.01%
117
+35
841
$1K ﹤0.01%
4
842
$1K ﹤0.01%
5,431
+1,000
843
$1K ﹤0.01%
670
844
$0 ﹤0.01%
+2
845
– –
-157
846
– –
-850
847
– –
-6
848
– –
-315
849
– –
-18
850
– –
-13
32 33
34
35 36