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
76
$672K 0.09%
8,388
+189
77
$664K 0.08%
6,319
-61
78
$643K 0.08%
8,012
+242
79
$618K 0.08%
15,091
-13,383
80
$607K 0.08%
3,934
+118
81
$585K 0.07%
3,743
-117
82
$580K 0.07%
6,460
+198
83
$567K 0.07%
1,809
+43
84
$558K 0.07%
1,249
-230
85
$540K 0.07%
4,097
86
$523K 0.07%
7,331
+144
87
$523K 0.07%
395
-9
88
$503K 0.06%
2,863
+83
89
$500K 0.06%
4,472
+149
90
$494K 0.06%
5,033
+164
91
$490K 0.06%
1,660
+55
92
$480K 0.06%
5,574
+140
93
$479K 0.06%
11,484
+73
94
$467K 0.06%
3,287
+127
95
$456K 0.06%
1,464
+34
96
$453K 0.06%
11,017
+324
97
$451K 0.06%
477
-14
98
$446K 0.06%
5,126
+179
99
$434K 0.06%
1,506
+190
100
$428K 0.05%
4,877
-367
2 3
4
5 6