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
$569M
AUM Growth
-$29.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,120
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$6.94M
3
+$6.7M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$6.5M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$5.58M

Top Sells

1
+$11.4M
2
+$10.5M
3
+$7.86M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$7.78M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$6.72M

Sector Composition

1 Technology 2.47%
2 Financials 2.44%
3 Energy 1.44%
4 Healthcare 1.3%
5 Consumer Discretionary 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$416K 0.07%
1,016
-89
77
$410K 0.07%
14,978
-225
78
$398K 0.07%
1,363
79
$391K 0.07%
3,800
+78
80
$385K 0.07%
3,631
+35
81
$371K 0.07%
4,945
+626
82
$364K 0.06%
1,213
+30
83
$348K 0.06%
2,457
-229
84
$340K 0.06%
1,489
+33
85
$337K 0.06%
6,315
-162
86
$336K 0.06%
1,250
-1
87
$319K 0.06%
5,471
88
$317K 0.06%
5,330
-280
89
$317K 0.06%
522
90
$296K 0.05%
4,604
+683
91
$291K 0.05%
4,497
+6
92
$287K 0.05%
4,564
-463
93
$285K 0.05%
504
+123
94
$281K 0.05%
6,680
+36
95
$279K 0.05%
4,339
-283
96
$258K 0.05%
2,297
+558
97
$254K 0.04%
682
+33
98
$251K 0.04%
886
-127
99
$250K 0.04%
3,675
-549
100
$243K 0.04%
921
+209
2 3
4
5 6