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
126
$159K 0.03%
1,378
+212
127
$156K 0.03%
15,368
+32
128
$148K 0.03%
1,079
-13
129
$147K 0.03%
623
-10
130
$146K 0.03%
3,243
131
$144K 0.03%
261
-1
132
$142K 0.03%
200
-4
133
$142K 0.03%
12,182
-203
134
$135K 0.03%
780
-17
135
$134K 0.03%
701
+50
136
$134K 0.03%
4,379
+703
137
$132K 0.03%
1,997
-22
138
$131K 0.03%
631
-2
139
$125K 0.03%
1,203
-315
140
$124K 0.03%
10,000
141
$123K 0.03%
1,673
+266
142
$122K 0.03%
374
-5
143
$121K 0.02%
769
-21
144
$116K 0.02%
1,514
145
$115K 0.02%
2,154
-23
146
$115K 0.02%
497
-26
147
$114K 0.02%
3,199
+522
148
$113K 0.02%
15,195
149
$112K 0.02%
2,433
-1,911
150
$111K 0.02%
347
+250
4 5
6
7 8