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
126
$183K 0.03%
+5,356
127
$178K 0.03%
1,352
+520
128
$173K 0.03%
1,408
+121
129
$172K 0.03%
2,329
+276
130
$172K 0.03%
843
+7
131
$170K 0.03%
921
-4
132
$169K 0.03%
1,492
-544
133
$167K 0.03%
613
+188
134
$162K 0.03%
352
135
$161K 0.03%
795
+161
136
$159K 0.03%
1,548
+72
137
$157K 0.03%
5,500
-37
138
$154K 0.03%
742
+19
139
$153K 0.03%
1,270
140
$145K 0.03%
4,084
+696
141
$145K 0.03%
9,637
+1,265
142
$143K 0.03%
1,997
143
$142K 0.03%
3,243
144
$141K 0.02%
737
145
$141K 0.02%
4,661
-725
146
$141K 0.02%
2,570
147
$140K 0.02%
926
+1
148
$138K 0.02%
1,553
+44
149
$132K 0.02%
652
150
$129K 0.02%
794
4 5
6
7 8