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
301
$31K 0.01%
788
+309
302
$31K 0.01%
+371
303
$31K 0.01%
335
304
$31K 0.01%
+522
305
$30K 0.01%
+1,155
306
$30K 0.01%
545
+317
307
$30K 0.01%
+525
308
$30K 0.01%
+110
309
$30K 0.01%
618
+56
310
$30K 0.01%
1,835
-60
311
$30K 0.01%
411
312
$30K 0.01%
922
313
$29K 0.01%
571
314
$29K 0.01%
+604
315
$29K 0.01%
419
316
$29K 0.01%
123
317
$29K 0.01%
+215
318
$29K 0.01%
+902
319
$29K 0.01%
148
+145
320
$28K ﹤0.01%
133
321
$28K ﹤0.01%
43
-12
322
$28K ﹤0.01%
808
323
$28K ﹤0.01%
+2,643
324
$28K ﹤0.01%
160
-49
325
$28K ﹤0.01%
1,033
+19
11 12
13
14 15