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
151
$177K 0.02%
2,290
-123
152
$177K 0.02%
1,844
+20
153
$177K 0.02%
2,735
-434
154
$172K 0.02%
1,010
+15
155
$171K 0.02%
825
-71
156
$169K 0.02%
203
-1
157
$169K 0.02%
267
-9
158
$167K 0.02%
1,417
-8
159
$165K 0.02%
326
-19
160
$164K 0.02%
419
-9
161
$164K 0.02%
454
-36
162
$160K 0.02%
7,265
+346
163
$156K 0.02%
562
+209
164
$151K 0.02%
527
-15
165
$149K 0.02%
1,757
+67
166
$148K 0.02%
346
167
$145K 0.02%
654
+81
168
$145K 0.02%
475
+51
169
$141K 0.02%
868
-426
170
$141K 0.02%
865
+7
171
$134K 0.02%
493
+60
172
$133K 0.02%
1,473
+20
173
$132K 0.02%
9,475
174
$131K 0.02%
1,950
175
$128K 0.02%
408
5 6
7
8 9