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
$489M
AUM Growth
+$51.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,160
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$13.6M
3
+$9.9M
4
VT icon
Vanguard Total World Stock ETF
VT
+$9.14M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$8.83M

Top Sells

1
+$20.6M
2
+$13.5M
3
+$8.51M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$6.66M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$4.71M

Sector Composition

1 Financials 2.19%
2 Technology 2.04%
3 Healthcare 1.38%
4 Energy 1.36%
5 Consumer Staples 0.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$28K 0.01%
214
+168
302
$28K 0.01%
115
-10
303
$28K 0.01%
542
+13
304
$28K 0.01%
+1,689
305
$28K 0.01%
704
306
$28K 0.01%
+789
307
$28K 0.01%
+1,803
308
$28K 0.01%
+1,426
309
$27K 0.01%
50
310
$27K 0.01%
976
311
$27K 0.01%
+655
312
$27K 0.01%
+414
313
$27K 0.01%
+822
314
$27K 0.01%
143
+3
315
$27K 0.01%
+263
316
$27K 0.01%
+1,232
317
$27K 0.01%
62
318
$27K 0.01%
1,297
+1,247
319
$27K 0.01%
+634
320
$27K 0.01%
2,600
321
$27K 0.01%
+787
322
$26K 0.01%
109
323
$26K 0.01%
408
324
$26K 0.01%
+779
325
$26K 0.01%
962
11 12
13
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