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
876
$1K ﹤0.01%
5
877
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242
878
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14
879
$1K ﹤0.01%
3
880
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24
881
$1K ﹤0.01%
21
-4,357
882
$1K ﹤0.01%
29
883
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24
884
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10
885
$1K ﹤0.01%
7
886
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35
887
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37
888
$1K ﹤0.01%
12
889
$1K ﹤0.01%
5
+1
890
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20
891
$1K ﹤0.01%
7
+1
892
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15
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893
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7
894
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65
895
$1K ﹤0.01%
26
896
$1K ﹤0.01%
4
897
$1K ﹤0.01%
5
898
$1K ﹤0.01%
100
899
$1K ﹤0.01%
5
900
$1K ﹤0.01%
34
+1
34 35
36
37 38