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
151
$163K 0.02%
268
-2
152
$160K 0.02%
272
+134
153
$159K 0.02%
2,185
+2,118
154
$158K 0.02%
791
+456
155
$153K 0.02%
1,490
+167
156
$152K 0.02%
917
+180
157
$144K 0.02%
335
+9
158
$143K 0.02%
863
-37
159
$142K 0.02%
454
-13
160
$137K 0.02%
206
+6
161
$136K 0.02%
1,479
+13
162
$134K 0.02%
1,352
-6
163
$133K 0.02%
1,718
-188
164
$133K 0.02%
916
+24
165
$132K 0.02%
378
-27
166
$130K 0.02%
261
+9
167
$126K 0.02%
1,778
+56
168
$126K 0.02%
300
169
$122K 0.02%
835
-14
170
$120K 0.02%
998
-84
171
$118K 0.02%
440
+34
172
$117K 0.02%
2,466
173
$115K 0.01%
1,008
-85
174
$115K 0.01%
504
+2
175
$113K 0.01%
664
-131
5 6
7
8 9