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
326
$28K ﹤0.01%
+455
327
$28K ﹤0.01%
1,050
+1,015
328
$28K ﹤0.01%
354
+2
329
$28K ﹤0.01%
183
+12
330
$27K ﹤0.01%
853
-214
331
$27K ﹤0.01%
693
-272
332
$26K ﹤0.01%
582
+33
333
$26K ﹤0.01%
104
-1
334
$26K ﹤0.01%
400
335
$26K ﹤0.01%
109
336
$25K ﹤0.01%
154
-35
337
$25K ﹤0.01%
500
338
$25K ﹤0.01%
623
+96
339
$24K ﹤0.01%
849
-223
340
$24K ﹤0.01%
177
+92
341
$24K ﹤0.01%
436
+149
342
$24K ﹤0.01%
526
+52
343
$23K ﹤0.01%
538
+11
344
$23K ﹤0.01%
352
345
$23K ﹤0.01%
48
346
$23K ﹤0.01%
421
+45
347
$23K ﹤0.01%
300
348
$22K ﹤0.01%
1,150
+28
349
$22K ﹤0.01%
667
-107
350
$22K ﹤0.01%
177
12 13
14
15 16