FMP

Financial Management Professionals Portfolio holdings

AUM $961M
1-Year Est. Return 15.51%
This Quarter Est. Return
1 Year Est. Return
+15.51%
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
1,133
New
Increased
Reduced
Closed

Top Buys

1
+$7.03M
2
+$3.81M
3
+$3.61M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$2.29M
5
ITB icon
iShares US Home Construction ETF
ITB
+$1.81M

Top Sells

1
+$7.27M
2
+$3.88M
3
+$2.14M
4
VOX icon
Vanguard Communication Services ETF
VOX
+$2.02M
5
LLY icon
Eli Lilly
LLY
+$1.2M

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
301
$42K 0.01%
522
302
$42K 0.01%
305
303
$42K 0.01%
+4,333
304
$42K 0.01%
+487
305
$42K 0.01%
1,082
-112
306
$42K 0.01%
+510
307
$41K 0.01%
875
+2
308
$40K 0.01%
121
+4
309
$40K 0.01%
+657
310
$40K 0.01%
+3,333
311
$40K 0.01%
8,359
+7,931
312
$40K 0.01%
229
313
$40K 0.01%
+1,232
314
$40K 0.01%
501
+1
315
$39K 0.01%
1,036
316
$39K 0.01%
1,342
-271
317
$39K 0.01%
825
318
$39K 0.01%
1,150
319
$39K 0.01%
3,532
+383
320
$39K 0.01%
241
-77
321
$38K 0.01%
564
+33
322
$38K 0.01%
1,022
323
$38K 0.01%
146
+3
324
$38K 0.01%
867
+571
325
$37K 0.01%
495
-360
11 12
13
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