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
$195M
AUM Growth
+$47.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
338
New
Increased
Reduced
Closed

Top Buys

1
+$36.1M
2
+$14.1M
3
+$11.9M
4
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$5.93M
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$4.14M

Top Sells

1
+$17.2M
2
+$10.2M
3
+$3.71M
4
RSPH icon
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
+$2.86M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.18M

Sector Composition

1 Financials 5.36%
2 Energy 3.88%
3 Consumer Staples 1.19%
4 Industrials 0.53%
5 Technology 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$5K ﹤0.01%
43
177
$5K ﹤0.01%
183
178
$5K ﹤0.01%
250
179
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55
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$5K ﹤0.01%
300
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400
182
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396
183
$5K ﹤0.01%
200
184
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112
185
$5K ﹤0.01%
1,402
186
$4K ﹤0.01%
200
187
$4K ﹤0.01%
146
188
$4K ﹤0.01%
118
189
$4K ﹤0.01%
132
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$4K ﹤0.01%
150
191
$4K ﹤0.01%
71
192
$4K ﹤0.01%
108
193
$4K ﹤0.01%
53
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$4K ﹤0.01%
425
195
$4K ﹤0.01%
219
+119
196
$3K ﹤0.01%
40
197
$3K ﹤0.01%
45
198
$3K ﹤0.01%
38
199
$3K ﹤0.01%
88
200
$3K ﹤0.01%
+288
6 7
8
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