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
101
$427K 0.05%
451
+13
102
$419K 0.05%
1,925
+106
103
$416K 0.05%
3,577
-38
104
$409K 0.05%
5,413
-560
105
$401K 0.05%
2,871
+565
106
$390K 0.05%
891
+8
107
$388K 0.05%
1,245
+27
108
$365K 0.05%
3,693
-323
109
$361K 0.05%
7,705
+424
110
$355K 0.05%
2,687
+63
111
$325K 0.04%
10,568
+317
112
$323K 0.04%
2,013
+58
113
$312K 0.04%
652
+22
114
$309K 0.04%
2,809
+95
115
$309K 0.04%
3,437
-387
116
$305K 0.04%
6,793
117
$304K 0.04%
6,258
-244
118
$299K 0.04%
2,868
+44
119
$296K 0.04%
846
+11
120
$294K 0.04%
4,009
+230
121
$287K 0.04%
3,947
-1,696
122
$286K 0.04%
1,293
+38
123
$285K 0.04%
520
+9
124
$283K 0.04%
938
+31
125
$273K 0.03%
809
+11
3 4
5
6 7