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
851
$722 ﹤0.01%
10
852
$720 ﹤0.01%
3
853
$709 ﹤0.01%
7
854
$706 ﹤0.01%
22
-11
855
$702 ﹤0.01%
36
856
$697 ﹤0.01%
6
857
$693 ﹤0.01%
41
858
$691 ﹤0.01%
10
859
$690 ﹤0.01%
20
860
$685 ﹤0.01%
42
861
$684 ﹤0.01%
13
862
$672 ﹤0.01%
14
-15
863
$660 ﹤0.01%
7
864
$651 ﹤0.01%
143
865
$645 ﹤0.01%
24
866
$643 ﹤0.01%
12
867
$625 ﹤0.01%
100
868
$622 ﹤0.01%
31
869
$613 ﹤0.01%
4
870
$611 ﹤0.01%
8
-540
871
$610 ﹤0.01%
2
-12
872
$596 ﹤0.01%
12
873
$595 ﹤0.01%
12
874
$594 ﹤0.01%
4
875
$592 ﹤0.01%
17
-5
33 34
35
36 37