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
$805M
AUM Growth
+$76.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,073
New
Increased
Reduced
Closed

Top Buys

1
+$26.8M
2
+$22.4M
3
+$19.8M
4
BBAX icon
JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF
BBAX
+$7.13M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$6.93M

Top Sells

1
+$21.8M
2
+$17.6M
3
+$8.2M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$7.43M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$7.09M

Sector Composition

1 Technology 2.61%
2 Financials 1.68%
3 Healthcare 1.01%
4 Energy 1%
5 Consumer Discretionary 0.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$260K 0.03%
900
-52
127
$259K 0.03%
2,170
-59,409
128
$256K 0.03%
536
-15
129
$256K 0.03%
3,884
+80
130
$249K 0.03%
504
131
$238K 0.03%
864
+38
132
$237K 0.03%
1,388
+68
133
$236K 0.03%
1,438
-45
134
$236K 0.03%
681
+9
135
$231K 0.03%
1,003
+32
136
$231K 0.03%
2,514
-191,769
137
$224K 0.03%
1,249
-8
138
$219K 0.03%
2,724
+42
139
$213K 0.03%
3,010
+440
140
$209K 0.03%
4,178
-123
141
$199K 0.02%
+7,076
142
$198K 0.02%
804
+6
143
$196K 0.02%
1,489
+387
144
$194K 0.02%
1,295
+1
145
$193K 0.02%
743
146
$184K 0.02%
912
-55
147
$181K 0.02%
669
-95
148
$181K 0.02%
3,843
149
$181K 0.02%
293
+85
150
$180K 0.02%
1,037
+145
4 5
6
7 8