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
251
$62K 0.01%
469
-75
252
$62K 0.01%
537
253
$61K 0.01%
451
254
$60K 0.01%
193
+70
255
$60K 0.01%
701
+15
256
$60K 0.01%
92
-49
257
$59K 0.01%
+363
258
$58K 0.01%
616
-77
259
$57K 0.01%
1,165
+70
260
$57K 0.01%
410
-40
261
$56K 0.01%
163
+5
262
$56K 0.01%
+5,666
263
$55K 0.01%
109
-13
264
$55K 0.01%
+4,406
265
$55K 0.01%
242
266
$55K 0.01%
643
+635
267
$54K 0.01%
3,503
+4
268
$54K 0.01%
264
-31
269
$54K 0.01%
5,401
270
$53K 0.01%
644
-460
271
$53K 0.01%
1,070
272
$53K 0.01%
+7,449
273
$52K 0.01%
317
+14
274
$52K 0.01%
+580
275
$52K 0.01%
+1,023
9 10
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