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
201
$74K 0.01%
2,693
202
$73K 0.01%
3,000
+1,000
203
$73K 0.01%
836
+104
204
$72K 0.01%
1,016
205
$72K 0.01%
6,935
206
$72K 0.01%
141
-35
207
$72K 0.01%
3,826
208
$70K 0.01%
1,471
209
$70K 0.01%
949
210
$69K 0.01%
474
211
$68K 0.01%
+1,358
212
$68K 0.01%
1,484
213
$68K 0.01%
12,612
214
$67K 0.01%
2,501
-85,134
215
$67K 0.01%
407
216
$66K 0.01%
752
+3
217
$66K 0.01%
2,593
218
$66K 0.01%
2,716
219
$66K 0.01%
1,145
-45
220
$65K 0.01%
544
221
$65K 0.01%
1,435
222
$65K 0.01%
333
-30,300
223
$62K 0.01%
121
+16
224
$62K 0.01%
228
-5
225
$61K 0.01%
662
-123,243
7 8
9
10 11