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
176
$127K 0.02%
300
177
$126K 0.02%
1,462
178
$125K 0.02%
1,091
179
$124K 0.02%
1,722
+421
180
$124K 0.02%
2,094
+22
181
$124K 0.02%
2,955
182
$123K 0.02%
1,348
+26
183
$116K 0.01%
2,443
184
$114K 0.01%
493
-23
185
$113K 0.01%
3,267
186
$110K 0.01%
1,060
+23
187
$109K 0.01%
398
+14
188
$109K 0.01%
2,330
+1,780
189
$106K 0.01%
3,661
-16,939
190
$105K 0.01%
3,768
191
$105K 0.01%
1,061
192
$104K 0.01%
917
193
$103K 0.01%
776
194
$103K 0.01%
195
-8
195
$102K 0.01%
781
-2
196
$98K 0.01%
809
+53
197
$97K 0.01%
238
+84
198
$94K 0.01%
977
+27
199
$93K 0.01%
524
-100
200
$91K 0.01%
1,099
6 7
8
9 10