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
901
$1K ﹤0.01%
10
-11
902
$1K ﹤0.01%
4
903
$1K ﹤0.01%
6
904
$1K ﹤0.01%
45
+19
905
$1K ﹤0.01%
11
906
$1K ﹤0.01%
8
907
$1K ﹤0.01%
2
908
$1K ﹤0.01%
12
909
$1K ﹤0.01%
3
-51
910
$1K ﹤0.01%
12
-12
911
$1K ﹤0.01%
9
912
$1K ﹤0.01%
6
913
– –
-28
914
$0 ﹤0.01%
9
915
$0 ﹤0.01%
17
-3,154
916
– –
-10
917
– –
-167
918
$0 ﹤0.01%
7
919
– –
-27
920
$0 ﹤0.01%
14
921
$0 ﹤0.01%
+3
922
$0 ﹤0.01%
7
923
– –
-13,216
924
– –
-30,865
925
$0 ﹤0.01%
11
35 36
37
38 39