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
$489M
AUM Growth
+$51.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,160
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$13.6M
3
+$9.9M
4
VT icon
Vanguard Total World Stock ETF
VT
+$9.14M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$8.83M

Top Sells

1
+$20.6M
2
+$13.5M
3
+$8.51M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$6.66M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$4.71M

Sector Composition

1 Financials 2.19%
2 Technology 2.04%
3 Healthcare 1.38%
4 Energy 1.36%
5 Consumer Staples 0.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$21K ﹤0.01%
66
352
$21K ﹤0.01%
233
-33
353
$21K ﹤0.01%
2,828
354
$21K ﹤0.01%
589
355
$21K ﹤0.01%
+625
356
$21K ﹤0.01%
+1,071
357
$21K ﹤0.01%
48
+11
358
$20K ﹤0.01%
+571
359
$20K ﹤0.01%
1,093
+53
360
$20K ﹤0.01%
123
-50
361
$20K ﹤0.01%
152
+11
362
$20K ﹤0.01%
135
+93
363
$20K ﹤0.01%
97
364
$20K ﹤0.01%
375
-5
365
$20K ﹤0.01%
1,740
366
$20K ﹤0.01%
324
367
$20K ﹤0.01%
151
+39
368
$20K ﹤0.01%
200
369
$20K ﹤0.01%
143
370
$20K ﹤0.01%
377
371
$20K ﹤0.01%
61
372
$20K ﹤0.01%
848
+16
373
$20K ﹤0.01%
97
374
$19K ﹤0.01%
124
+9
375
$19K ﹤0.01%
226
13 14
15
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