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
851
$1K ﹤0.01%
34
-9,732
852
$1K ﹤0.01%
7
853
$1K ﹤0.01%
2
854
$1K ﹤0.01%
1
-28
855
$1K ﹤0.01%
3
-13
856
$1K ﹤0.01%
36
+1
857
$1K ﹤0.01%
28
858
$1K ﹤0.01%
100
859
$1K ﹤0.01%
12
-9
860
$1K ﹤0.01%
65
-149
861
$1K ﹤0.01%
12
862
$1K ﹤0.01%
19
863
$1K ﹤0.01%
16
864
$1K ﹤0.01%
3
865
$1K ﹤0.01%
31
866
$1K ﹤0.01%
3
+1
867
$1K ﹤0.01%
19
868
$1K ﹤0.01%
12
-78
869
$1K ﹤0.01%
18
-2
870
$1K ﹤0.01%
3
871
$1K ﹤0.01%
42
872
$1K ﹤0.01%
45
873
$1K ﹤0.01%
41
874
$1K ﹤0.01%
15
875
$1K ﹤0.01%
16
+3
33 34
35
36 37