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
76
$656K 0.08%
5,686
-16
77
$643K 0.08%
15,335
+565
78
$630K 0.08%
3,769
-63
79
$625K 0.08%
5,651
-100
80
$618K 0.08%
5,871
+40
81
$576K 0.07%
4,845
+71
82
$576K 0.07%
6,984
+136
83
$567K 0.07%
7,301
+108
84
$553K 0.07%
15,993
85
$536K 0.07%
6,389
+92
86
$528K 0.07%
6,318
+97
87
$525K 0.07%
1,620
+3
88
$524K 0.07%
9,852
+295
89
$504K 0.06%
2,965
+3
90
$491K 0.06%
3,891
+67
91
$477K 0.06%
6,107
+220
92
$453K 0.06%
512
93
$452K 0.06%
2,443
+39
94
$449K 0.06%
3,699
+74
95
$434K 0.05%
490
-2
96
$434K 0.05%
4,097
-13,369
97
$434K 0.05%
4,816
+12
98
$433K 0.05%
1,343
+13
99
$429K 0.05%
1,441
+28
100
$422K 0.05%
5,232
+363
2 3
4
5 6