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
276
$37K 0.01%
3,938
277
$37K 0.01%
1,485
278
$37K 0.01%
281
279
$36K 0.01%
332
280
$36K 0.01%
404
281
$36K 0.01%
804
+794
282
$35K 0.01%
983
283
$35K 0.01%
868
+9
284
$34K 0.01%
825
285
$34K 0.01%
626
286
$34K 0.01%
508
-8
287
$34K 0.01%
+1,380
288
$34K 0.01%
180
289
$34K 0.01%
1,022
290
$34K 0.01%
3,240
291
$34K 0.01%
511
+113
292
$34K 0.01%
332
293
$33K 0.01%
263
294
$33K 0.01%
791
-79
295
$33K 0.01%
200
-40
296
$33K 0.01%
322
+33
297
$33K 0.01%
1,707
+1,288
298
$32K 0.01%
881
+835
299
$31K 0.01%
+1,861
300
$31K 0.01%
+548
10 11
12
13 14