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
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%
241
-77
316
$39K 0.01%
1,036
317
$39K 0.01%
1,342
-271
318
$39K 0.01%
825
319
$39K 0.01%
1,150
320
$39K 0.01%
3,532
+383
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%
400
11 12
13
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