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
826
$903 ﹤0.01%
34
827
$876 ﹤0.01%
7
828
$870 ﹤0.01%
23
829
$859 ﹤0.01%
+15
830
$849 ﹤0.01%
4
831
$833 ﹤0.01%
5
832
$817 ﹤0.01%
+14
833
$815 ﹤0.01%
9
834
$808 ﹤0.01%
9
835
$806 ﹤0.01%
4
836
$802 ﹤0.01%
3
837
$796 ﹤0.01%
7
838
$794 ﹤0.01%
5
-17
839
$794 ﹤0.01%
+24
840
$789 ﹤0.01%
+13
841
$788 ﹤0.01%
4
-67
842
$776 ﹤0.01%
10
843
$770 ﹤0.01%
18
844
$767 ﹤0.01%
242
845
$764 ﹤0.01%
5
846
$750 ﹤0.01%
13
847
$744 ﹤0.01%
3
848
$743 ﹤0.01%
17
849
$743 ﹤0.01%
9
-9
850
$724 ﹤0.01%
19
32 33
34
35 36