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
$569M
AUM Growth
-$29.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,120
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$6.94M
3
+$6.7M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$6.5M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$5.58M

Top Sells

1
+$11.4M
2
+$10.5M
3
+$7.86M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$7.78M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$6.72M

Sector Composition

1 Technology 2.47%
2 Financials 2.44%
3 Energy 1.44%
4 Healthcare 1.3%
5 Consumer Discretionary 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$97K 0.02%
3,199
177
$97K 0.02%
3,001
178
$96K 0.02%
2,550
-940
179
$93K 0.02%
351
180
$93K 0.02%
1,626
+15
181
$92K 0.02%
5,408
+971
182
$91K 0.02%
647
+9
183
$90K 0.02%
407
-10
184
$90K 0.02%
1,410
185
$87K 0.02%
6,235
-3,607
186
$87K 0.02%
3,794
+1,242
187
$85K 0.01%
975
+45
188
$82K 0.01%
1,299
-303
189
$81K 0.01%
838
+68
190
$81K 0.01%
483
191
$81K 0.01%
1,379
+713
192
$80K 0.01%
802
-105,295
193
$80K 0.01%
1,514
194
$78K 0.01%
1,767
+27
195
$78K 0.01%
2,448
-11
196
$77K 0.01%
1,091
+53
197
$76K 0.01%
2,064
+1,131
198
$76K 0.01%
811
199
$76K 0.01%
750
-147
200
$75K 0.01%
1,382
+4
6 7
8
9 10