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
901
$442 ﹤0.01%
5
902
$440 ﹤0.01%
+2
903
$438 ﹤0.01%
41
904
$432 ﹤0.01%
16
905
$428 ﹤0.01%
8
906
$427 ﹤0.01%
36
907
$418 ﹤0.01%
3
908
$406 ﹤0.01%
3
909
$402 ﹤0.01%
+4
910
$399 ﹤0.01%
2
911
$395 ﹤0.01%
+2
912
$393 ﹤0.01%
2
913
$389 ﹤0.01%
+24
914
$387 ﹤0.01%
3
915
$385 ﹤0.01%
8
916
$381 ﹤0.01%
100
917
$378 ﹤0.01%
2
918
$376 ﹤0.01%
5
919
$374 ﹤0.01%
5
920
$370 ﹤0.01%
+1
921
$368 ﹤0.01%
4
922
$367 ﹤0.01%
7
923
$366 ﹤0.01%
14
924
$364 ﹤0.01%
6
925
$364 ﹤0.01%
9
-3
35 36
37
38 39