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
326
$37K 0.01%
400
327
$37K 0.01%
541
+70
328
$36K 0.01%
1,773
329
$36K 0.01%
798
330
$36K 0.01%
1,564
-4
331
$35K 0.01%
426
-200
332
$34K 0.01%
820
+2
333
$34K 0.01%
309
+59
334
$34K 0.01%
809
+1
335
$34K 0.01%
352
336
$33K ﹤0.01%
575
+2
337
$33K ﹤0.01%
719
+32
338
$33K ﹤0.01%
341
+11
339
$33K ﹤0.01%
1,143
-1,410
340
$33K ﹤0.01%
1,945
+55
341
$32K ﹤0.01%
159
342
$32K ﹤0.01%
200
343
$31K ﹤0.01%
120
-13
344
$31K ﹤0.01%
37
-7
345
$31K ﹤0.01%
419
346
$31K ﹤0.01%
800
+92
347
$31K ﹤0.01%
610
+263
348
$31K ﹤0.01%
+327
349
$30K ﹤0.01%
119
-3
350
$30K ﹤0.01%
152
-13
12 13
14
15 16