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
951
$0 ﹤0.01%
2
952
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5
953
$0 ﹤0.01%
4
954
$0 ﹤0.01%
+6
955
$0 ﹤0.01%
+9
956
– –
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957
$0 ﹤0.01%
6
958
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8
959
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960
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7
961
– –
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962
$0 ﹤0.01%
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963
$0 ﹤0.01%
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964
– –
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965
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1
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966
$0 ﹤0.01%
6
967
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968
$0 ﹤0.01%
8
969
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970
$0 ﹤0.01%
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971
$0 ﹤0.01%
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972
$0 ﹤0.01%
1
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973
$0 ﹤0.01%
2
974
$0 ﹤0.01%
14
975
– –
-18
37 38
39
40 41