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
851
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-18
852
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-13
853
$0 ﹤0.01%
3
854
$0 ﹤0.01%
40
-1,024
855
$0 ﹤0.01%
+3
856
– –
-1,426
857
$0 ﹤0.01%
7
858
$0 ﹤0.01%
1
-91
859
$0 ﹤0.01%
12
860
– –
-1,689
861
$0 ﹤0.01%
4
862
$0 ﹤0.01%
3
863
$0 ﹤0.01%
+5
864
$0 ﹤0.01%
15
865
$0 ﹤0.01%
10
866
$0 ﹤0.01%
2
867
– –
-17
868
– –
-4
869
– –
-1,688
870
– –
-683
871
– –
-536
872
– –
-3
873
– –
-1,132
874
– –
-9,962
875
– –
-2,904
33 34
35
36 37