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
101
$230K 0.05%
1,692
+325
102
$229K 0.05%
4,594
+723
103
$228K 0.05%
1,564
+456
104
$226K 0.05%
2,660
105
$225K 0.05%
+2,012
106
$225K 0.05%
1,656
+254
107
$221K 0.05%
3,568
+541
108
$221K 0.05%
857
+740
109
$217K 0.04%
1,552
-28
110
$213K 0.04%
3,037
+973
111
$211K 0.04%
5,185
+750
112
$211K 0.04%
6,736
+1,420
113
$209K 0.04%
2,069
-5
114
$207K 0.04%
613
+142
115
$207K 0.04%
5,259
+234
116
$204K 0.04%
3,585
-835
117
$188K 0.04%
1,107
+10
118
$185K 0.04%
1,170
-135
119
$181K 0.04%
14,214
120
$179K 0.04%
9,749
+1,372
121
$178K 0.04%
7,107
-78,589
122
$178K 0.04%
3,759
+30
123
$169K 0.03%
777
-8
124
$169K 0.03%
1,535
-232
125
$166K 0.03%
3,589
3 4
5
6 7