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
926
$362 ﹤0.01%
5
927
$358 ﹤0.01%
2
928
$354 ﹤0.01%
4
929
$342 ﹤0.01%
2
930
$335 ﹤0.01%
3
-21
931
$329 ﹤0.01%
5
932
$323 ﹤0.01%
2
933
$317 ﹤0.01%
3
934
$314 ﹤0.01%
8
-29
935
$314 ﹤0.01%
2
936
$311 ﹤0.01%
2
937
$307 ﹤0.01%
6
938
$296 ﹤0.01%
3
939
$293 ﹤0.01%
2
940
$290 ﹤0.01%
+5
941
$289 ﹤0.01%
8
942
$286 ﹤0.01%
+2
943
$283 ﹤0.01%
7
944
$266 ﹤0.01%
2
945
$262 ﹤0.01%
5
946
$236 ﹤0.01%
15
947
$233 ﹤0.01%
1
948
$228 ﹤0.01%
8
949
$228 ﹤0.01%
3
950
$224 ﹤0.01%
1
-10
36 37
38
39 40