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
101
$235K 0.04%
1,942
-262
102
$234K 0.04%
1,170
103
$229K 0.04%
843
104
$228K 0.04%
3,765
-1,258
105
$227K 0.04%
1,455
+49
106
$226K 0.04%
2,048
-378
107
$219K 0.04%
6,502
+200
108
$219K 0.04%
1,407
-477
109
$215K 0.04%
3,777
-557
110
$213K 0.04%
743
111
$211K 0.04%
532
+10
112
$209K 0.04%
3,593
-473
113
$209K 0.04%
2,999
-430
114
$206K 0.04%
1,252
+158
115
$203K 0.04%
1,761
-230
116
$202K 0.04%
2,197
+73
117
$202K 0.04%
2,139
-327
118
$200K 0.04%
870
-56
119
$195K 0.03%
3,589
120
$194K 0.03%
2,476
-365
121
$194K 0.03%
7,171
-1,107
122
$193K 0.03%
470
-166
123
$192K 0.03%
1,122
+5
124
$190K 0.03%
+974
125
$185K 0.03%
1,848
-289
3 4
5
6 7