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
201
$91K 0.01%
8,180
+3,774
202
$91K 0.01%
3,737
203
$86K 0.01%
1,347
-1,975
204
$85K 0.01%
562
-89
205
$85K 0.01%
466
206
$84K 0.01%
706
-747
207
$81K 0.01%
6,140
208
$81K 0.01%
2,793
209
$80K 0.01%
700
+169
210
$80K 0.01%
1,584
211
$78K 0.01%
811
212
$78K 0.01%
4,699
213
$77K 0.01%
548
214
$76K 0.01%
137
+11
215
$76K 0.01%
750
216
$75K 0.01%
773
+69
217
$75K 0.01%
1,206
-294
218
$74K 0.01%
1,471
219
$73K 0.01%
2,525
+42
220
$73K 0.01%
389
221
$72K 0.01%
1,945
+713
222
$71K 0.01%
138
+7
223
$71K 0.01%
1,928
224
$71K 0.01%
8,659
-7,685
225
$71K 0.01%
700
7 8
9
10 11