FMP

Financial Management Professionals Portfolio holdings

AUM $970M
1-Year Est. Return 17.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$193M
AUM Growth
-$43.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$8.35M
2
+$3.17M
3
+$1.58M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$710K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$706K

Top Sells

1
+$33.8M
2
+$12.5M
3
+$8.59M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$3.28M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$698K

Sector Composition

1 Energy 3.44%
2 Financials 1.01%
3 Industrials 0.83%
4 Technology 0.69%
5 Consumer Staples 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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$2K ﹤0.01%
50
252
$1K ﹤0.01%
+20
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254
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18
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4
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8
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$1K ﹤0.01%
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$1K ﹤0.01%
71
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$1K ﹤0.01%
100
267
$1K ﹤0.01%
71
268
$1K ﹤0.01%
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271
– –
-12
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$0 ﹤0.01%
100
273
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274
– –
-2
275
$0 ﹤0.01%
9
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