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
176
$112K 0.01%
9,475
177
$112K 0.01%
1,571
-135
178
$111K 0.01%
2,229
-1,583
179
$110K 0.01%
+5,036
180
$110K 0.01%
829
+7
181
$109K 0.01%
1,322
182
$108K 0.01%
4,243
+375
183
$107K 0.01%
206
-18
184
$107K 0.01%
521
-3
185
$107K 0.01%
1,368
-944
186
$106K 0.01%
2,330
187
$106K 0.01%
455
-42
188
$105K 0.01%
242
+239
189
$103K 0.01%
2,136
+763
190
$103K 0.01%
1,337
-114
191
$101K 0.01%
9,980
-853
192
$99.9K 0.01%
753
+71
193
$98.2K 0.01%
1,048
-8
194
$97.2K 0.01%
984
-24
195
$95.4K 0.01%
3,240
196
$95.3K 0.01%
2,793
197
$94.9K 0.01%
1,616
+11
198
$91.8K 0.01%
1,782
-151
199
$88.8K 0.01%
1,125
+825
200
$86.4K 0.01%
3,419
-290
6 7
8
9 10