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
1051
$0 ﹤0.01%
+20
1052
– –
-2,376
1053
– –
-3,589
1054
– –
-33,485
1055
$0 ﹤0.01%
4
1056
– –
-3
1057
$0 ﹤0.01%
+11
1058
$0 ﹤0.01%
25
1059
$0 ﹤0.01%
16
1060
– –
-858
1061
$0 ﹤0.01%
+14
1062
– –
-1,073
1063
– –
-120
1064
$0 ﹤0.01%
6
1065
– –
-10
1066
$0 ﹤0.01%
9
1067
$0 ﹤0.01%
1
1068
– –
-4
1069
$0 ﹤0.01%
2
1070
$0 ﹤0.01%
20
-184
1071
– –
-26
1072
$0 ﹤0.01%
+6
1073
$0 ﹤0.01%
5
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