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
$489M
AUM Growth
+$51.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,160
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$13.6M
3
+$9.88M
4
VT icon
Vanguard Total World Stock ETF
VT
+$9.22M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$8.83M

Top Sells

1
+$20.6M
2
+$13.4M
3
+$8.51M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$6.66M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.68M

Sector Composition

1 Financials 2.19%
2 Technology 2.04%
3 Healthcare 1.38%
4 Energy 1.36%
5 Consumer Staples 0.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$1K ﹤0.01%
15
877
$1K ﹤0.01%
5
878
$1K ﹤0.01%
20
+4
879
$1K ﹤0.01%
2,431
+998
880
$1K ﹤0.01%
670
881
– –
-8
882
$0 ﹤0.01%
3
883
– –
-39
884
$0 ﹤0.01%
10
885
– –
-790
886
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-2
887
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888
$0 ﹤0.01%
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889
$0 ﹤0.01%
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890
$0 ﹤0.01%
3
891
$0 ﹤0.01%
+31
892
$0 ﹤0.01%
4
+2
893
– –
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894
$0 ﹤0.01%
5
895
– –
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898
$0 ﹤0.01%
2
+1
899
$0 ﹤0.01%
5
900
$0 ﹤0.01%
+1
34 35
36
37 38