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
826
$1K ﹤0.01%
13
827
$1K ﹤0.01%
23
828
$1K ﹤0.01%
2
829
$1K ﹤0.01%
9
830
$1K ﹤0.01%
2
831
$1K ﹤0.01%
23
-141
832
$1K ﹤0.01%
39
833
$1K ﹤0.01%
16
834
$1K ﹤0.01%
18
835
$1K ﹤0.01%
10
836
$1K ﹤0.01%
6
837
$1K ﹤0.01%
5
838
$1K ﹤0.01%
21
-3
839
$1K ﹤0.01%
41
840
$1K ﹤0.01%
100
841
$1K ﹤0.01%
12
842
$1K ﹤0.01%
32
843
$1K ﹤0.01%
6
844
$1K ﹤0.01%
12
+5
845
$1K ﹤0.01%
+6
846
$1K ﹤0.01%
11
847
$1K ﹤0.01%
12
848
$1K ﹤0.01%
3
849
$1K ﹤0.01%
21
850
$1K ﹤0.01%
34
32 33
34
35 36