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
$489M
AUM Growth
+$51.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,160
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$13.6M
3
+$9.88M
4
VT icon
Vanguard Total World Stock ETF
VT
+$9.22M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$8.83M

Top Sells

1
+$20.6M
2
+$13.4M
3
+$8.51M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$6.66M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.68M

Sector Composition

1 Financials 2.19%
2 Technology 2.04%
3 Healthcare 1.38%
4 Energy 1.36%
5 Consumer Staples 0.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$83K 0.02%
454
-18
177
$82K 0.02%
235
178
$82K 0.02%
1,165
179
$81K 0.02%
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+96
180
$81K 0.02%
693
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181
$80K 0.02%
1,016
182
$79K 0.02%
351
-4
183
$78K 0.02%
+2,716
184
$77K 0.02%
3,709
-90
185
$77K 0.02%
2,548
-16
186
$77K 0.02%
923
+25
187
$76K 0.02%
1,174
+121
188
$76K 0.02%
811
189
$75K 0.02%
2,011
-20
190
$74K 0.02%
832
-60
191
$73K 0.01%
1,410
-15
192
$72K 0.01%
943
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193
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158
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194
$72K 0.01%
2,000
195
$72K 0.01%
2,928
+2,820
196
$71K 0.01%
1,492
-17
197
$70K 0.01%
1,471
198
$70K 0.01%
2,042
-22
199
$70K 0.01%
336
+23
200
$69K 0.01%
176
-17
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