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
826
$1K ﹤0.01%
3
827
$1K ﹤0.01%
22
828
$1K ﹤0.01%
3
829
$1K ﹤0.01%
27
830
$1K ﹤0.01%
28
831
$1K ﹤0.01%
16
832
$1K ﹤0.01%
4
833
$1K ﹤0.01%
24
834
$1K ﹤0.01%
16
+5
835
$1K ﹤0.01%
12
836
$1K ﹤0.01%
56
837
$1K ﹤0.01%
16
838
$1K ﹤0.01%
18
839
$1K ﹤0.01%
10
840
$1K ﹤0.01%
6
841
$1K ﹤0.01%
5
842
$1K ﹤0.01%
21
-3
843
$1K ﹤0.01%
41
844
$1K ﹤0.01%
100
845
$1K ﹤0.01%
12
846
$1K ﹤0.01%
32
847
$1K ﹤0.01%
6
848
$1K ﹤0.01%
11
849
$1K ﹤0.01%
12
850
$1K ﹤0.01%
3
32 33
34
35 36