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
201
$82.2K 0.01%
1,813
+355
202
$81.6K 0.01%
+220
203
$80.9K 0.01%
560
+73
204
$80.8K 0.01%
303
+41
205
$78.8K 0.01%
972
-83
206
$78.7K 0.01%
932
+389
207
$77.8K 0.01%
811
208
$75.9K 0.01%
3,383
+754
209
$75.5K 0.01%
750
210
$74.2K 0.01%
5,615
-476
211
$73.7K 0.01%
135
-19
212
$73K 0.01%
618
-53
213
$72.9K 0.01%
190
+81
214
$72.2K 0.01%
4,301
-369
215
$71.8K 0.01%
1,471
216
$71.5K 0.01%
+2,730
217
$71.5K 0.01%
413
-34
218
$71.4K 0.01%
1,358
219
$71.3K 0.01%
5,464
-467
220
$71.2K 0.01%
116
+18
221
$70.9K 0.01%
427
-35
222
$70.4K 0.01%
700
223
$70.2K 0.01%
710
-61
224
$69.3K 0.01%
524
+359
225
$69.3K 0.01%
1,928
7 8
9
10 11