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
$679M
AUM Growth
+$64.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,134
New
Increased
Reduced
Closed

Top Buys

1
+$6.62M
2
+$3.81M
3
+$3.43M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$2.2M
5
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$1.75M

Top Sells

1
+$7.27M
2
+$2.14M
3
+$1.93M
4
LLY icon
Eli Lilly
LLY
+$1.1M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$761K

Sector Composition

1 Technology 2.52%
2 Financials 2.29%
3 Energy 1.35%
4 Healthcare 1.12%
5 Consumer Discretionary 0.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$77K 0.01%
811
227
$77K 0.01%
467
+1
228
$76K 0.01%
2,376
229
$75K 0.01%
389
230
$75K 0.01%
1,475
231
$74K 0.01%
282
+1
232
$73K 0.01%
468
-12
233
$73K 0.01%
476
234
$72K 0.01%
1,471
235
$71K 0.01%
1,325
-22
236
$70K 0.01%
700
+400
237
$69K 0.01%
548
238
$69K 0.01%
134
+35
239
$68K 0.01%
662
240
$68K 0.01%
1,358
241
$68K 0.01%
3,149
242
$68K 0.01%
272
+5
243
$67K 0.01%
1,434
-254
244
$67K 0.01%
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245
$66K 0.01%
2,675
246
$65K 0.01%
664
-173
247
$65K 0.01%
1,368
+578
248
$63K 0.01%
1,928
249
$63K 0.01%
193
250
$63K 0.01%
440
-6
8 9
10
11 12