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
$489M
AUM Growth
+$51.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,160
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$13.6M
3
+$9.88M
4
VT icon
Vanguard Total World Stock ETF
VT
+$9.22M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$8.83M

Top Sells

1
+$20.6M
2
+$13.4M
3
+$8.51M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$6.66M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.68M

Sector Composition

1 Financials 2.19%
2 Technology 2.04%
3 Healthcare 1.38%
4 Energy 1.36%
5 Consumer Staples 0.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$362K 0.07%
2,084
+199
77
$357K 0.07%
1,344
78
$356K 0.07%
7,465
+632
79
$352K 0.07%
2,501
-452
80
$350K 0.07%
1,055
+65
81
$336K 0.07%
4,003
-879
82
$333K 0.07%
7,930
+2,960
83
$319K 0.07%
4,427
+499
84
$318K 0.07%
21,690
+1,540
85
$305K 0.06%
3,736
+29
86
$303K 0.06%
2,034
+177
87
$302K 0.06%
4,232
+30
88
$296K 0.06%
6,475
89
$278K 0.06%
3,152
+435
90
$278K 0.06%
2,195
+327
91
$269K 0.06%
3,476
+936
92
$267K 0.05%
1,246
+5
93
$266K 0.05%
3,674
+532
94
$253K 0.05%
4,003
+642
95
$253K 0.05%
1,432
-19
96
$250K 0.05%
+5,205
97
$248K 0.05%
2,663
-1,236
98
$237K 0.05%
767
+685
99
$232K 0.05%
3,767
+352
100
$230K 0.05%
874
+77
2 3
4
5 6