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
951
$223 ﹤0.01%
6
952
$217 ﹤0.01%
4
953
$215 ﹤0.01%
+2
954
$201 ﹤0.01%
+5
955
$201 ﹤0.01%
+3
956
$201 ﹤0.01%
2
957
$200 ﹤0.01%
2
958
$196 ﹤0.01%
16
+8
959
$195 ﹤0.01%
+2
960
$194 ﹤0.01%
13
961
$183 ﹤0.01%
+6
962
$170 ﹤0.01%
3
-4
963
$164 ﹤0.01%
+1
964
$157 ﹤0.01%
5
965
$147 ﹤0.01%
25
966
$146 ﹤0.01%
+2
967
$145 ﹤0.01%
10
968
$143 ﹤0.01%
+3
969
$142 ﹤0.01%
+3
970
$136 ﹤0.01%
+10
971
$133 ﹤0.01%
200
972
$132 ﹤0.01%
5
973
$127 ﹤0.01%
+1
974
$125 ﹤0.01%
1
-100
975
$125 ﹤0.01%
+47
37 38
39
40 41