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
$195M
AUM Growth
+$47.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
338
New
Increased
Reduced
Closed

Top Buys

1
+$36.1M
2
+$14.1M
3
+$11.9M
4
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$5.93M
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$4.14M

Top Sells

1
+$17.2M
2
+$10.2M
3
+$3.71M
4
RSPH icon
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
+$2.86M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.18M

Sector Composition

1 Financials 5.36%
2 Energy 3.88%
3 Consumer Staples 1.19%
4 Industrials 0.53%
5 Technology 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$14K 0.01%
450
+90
127
$14K 0.01%
352
128
$14K 0.01%
865
129
$13K 0.01%
200
130
$13K 0.01%
200
131
$13K 0.01%
500
132
$12K 0.01%
925
133
$12K 0.01%
315
134
$11K 0.01%
1,000
135
$11K 0.01%
85
136
$11K 0.01%
96
137
$11K 0.01%
500
138
$11K 0.01%
166
139
$11K 0.01%
13
+8
140
$10K 0.01%
150
141
$10K 0.01%
150
142
$10K 0.01%
873
143
$10K 0.01%
830
144
$10K 0.01%
131
145
$10K 0.01%
350
146
$10K 0.01%
+180
147
$9K ﹤0.01%
+1,087
148
$9K ﹤0.01%
700
149
$9K ﹤0.01%
300
150
$9K ﹤0.01%
+700
4 5
6
7 8