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
876
$591 ﹤0.01%
3
877
$591 ﹤0.01%
16
878
$584 ﹤0.01%
16
879
$573 ﹤0.01%
25
880
$570 ﹤0.01%
11
881
$561 ﹤0.01%
1
882
$561 ﹤0.01%
12
883
$547 ﹤0.01%
3
884
$542 ﹤0.01%
8
885
$531 ﹤0.01%
16
886
$527 ﹤0.01%
8
887
$520 ﹤0.01%
5
888
$519 ﹤0.01%
11
-5
889
$504 ﹤0.01%
3
890
$502 ﹤0.01%
14
891
$501 ﹤0.01%
6
892
$498 ﹤0.01%
5
893
$485 ﹤0.01%
24
894
$463 ﹤0.01%
14
895
$459 ﹤0.01%
1
896
$453 ﹤0.01%
4
897
$450 ﹤0.01%
13
-36
898
$447 ﹤0.01%
+25
899
$444 ﹤0.01%
4
900
$444 ﹤0.01%
2
34 35
36
37 38