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
126
$271K 0.03%
291
-14
127
$256K 0.03%
1,499
+111
128
$254K 0.03%
547
+9
129
$252K 0.03%
2,761
-100
130
$249K 0.03%
3,157
+91
131
$238K 0.03%
1,325
+30
132
$237K 0.03%
1,579
+21
133
$221K 0.03%
7,824
+491
134
$217K 0.03%
661
-8
135
$217K 0.03%
584
+119
136
$213K 0.03%
2,716
+80
137
$208K 0.03%
1,029
-10
138
$195K 0.02%
689
+6
139
$194K 0.02%
7,697
-39,865
140
$194K 0.02%
821
+11
141
$189K 0.02%
743
142
$186K 0.02%
747
+58
143
$185K 0.02%
1,500
-2
144
$181K 0.02%
550
-13
145
$177K 0.02%
3,843
146
$173K 0.02%
1,128
+215
147
$173K 0.02%
1,420
-13
148
$171K 0.02%
4,692
149
$169K 0.02%
628
+1
150
$167K 0.02%
789
-39
4 5
6
7 8