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
201
$68K 0.01%
+365
202
$68K 0.01%
553
+2
203
$67K 0.01%
611
+50
204
$67K 0.01%
673
-6
205
$67K 0.01%
8,256
-119
206
$67K 0.01%
1,659
207
$67K 0.01%
2,732
-29
208
$66K 0.01%
1,928
209
$64K 0.01%
1,970
210
$63K 0.01%
2,761
-18
211
$63K 0.01%
305
-1
212
$62K 0.01%
10,044
+2,645
213
$60K 0.01%
499
-186
214
$60K 0.01%
2,552
-27
215
$58K 0.01%
2,119
-22
216
$58K 0.01%
474
-5
217
$57K 0.01%
286
+26
218
$57K 0.01%
5,401
219
$56K 0.01%
1,611
-24
220
$56K 0.01%
109
221
$56K 0.01%
7,522
+55
222
$55K 0.01%
100
+41
223
$55K 0.01%
1,647
+34
224
$55K 0.01%
602
225
$53K 0.01%
887
-9
7 8
9
10 11