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
351
$30K ﹤0.01%
141
-38
352
$29K ﹤0.01%
217
+2
353
$29K ﹤0.01%
206
354
$29K ﹤0.01%
245
+6
355
$29K ﹤0.01%
286
+20
356
$29K ﹤0.01%
373
357
$29K ﹤0.01%
383
+202
358
$28K ﹤0.01%
731
+235
359
$28K ﹤0.01%
744
+18
360
$28K ﹤0.01%
+3,333
361
$28K ﹤0.01%
66
-10
362
$27K ﹤0.01%
1,083
-339
363
$27K ﹤0.01%
560
+11
364
$27K ﹤0.01%
1,639
+662
365
$27K ﹤0.01%
107
-96
366
$27K ﹤0.01%
63
+2
367
$27K ﹤0.01%
100
368
$26K ﹤0.01%
571
-26
369
$26K ﹤0.01%
+282
370
$26K ﹤0.01%
17
371
$26K ﹤0.01%
170
+5
372
$26K ﹤0.01%
248
+42
373
$25K ﹤0.01%
1,207
374
$25K ﹤0.01%
550
375
$25K ﹤0.01%
161
-120
13 14
15
16 17