FMP

Financial Management Professionals Portfolio holdings

AUM $892M
1-Year Est. Return 18.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.69%
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
+$14.7M
2
+$7.1M
3
+$7.01M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$6.78M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$5.79M

Top Sells

1
+$11.3M
2
+$10.5M
3
+$7.86M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$7.78M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$6.99M

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
226
$60K 0.01%
279
+137
227
$60K 0.01%
242
228
$60K 0.01%
1,498
+5
229
$59K 0.01%
1,593
+175
230
$59K 0.01%
802
231
$58K 0.01%
+2,623
232
$57K 0.01%
673
233
$56K 0.01%
329
-100
234
$56K 0.01%
5,045
+3,270
235
$56K 0.01%
295
236
$54K 0.01%
458
+448
237
$54K 0.01%
236
+5
238
$53K 0.01%
456
+20
239
$52K 0.01%
532
-18
240
$51K 0.01%
1,070
241
$51K 0.01%
1,494
+7
242
$51K 0.01%
704
-182
243
$50K 0.01%
1,000
244
$50K 0.01%
520
+44
245
$49K 0.01%
158
+3
246
$49K 0.01%
278
-38
247
$49K 0.01%
606
-419
248
$48K 0.01%
1,928
249
$48K 0.01%
147
250
$47K 0.01%
1,100
8 9
10
11 12