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
376
$19K ﹤0.01%
82
377
$19K ﹤0.01%
2,756
+68
378
$19K ﹤0.01%
+506
379
$19K ﹤0.01%
2,016
+40
380
$19K ﹤0.01%
109
-17
381
$18K ﹤0.01%
77
+9
382
$18K ﹤0.01%
89
383
$18K ﹤0.01%
60
+13
384
$18K ﹤0.01%
1,500
385
$18K ﹤0.01%
774
+240
386
$17K ﹤0.01%
100
387
$17K ﹤0.01%
3,500
388
$17K ﹤0.01%
421
389
$17K ﹤0.01%
429
390
$17K ﹤0.01%
+461
391
$17K ﹤0.01%
632
392
$17K ﹤0.01%
1,394
+20
393
$17K ﹤0.01%
199
394
$17K ﹤0.01%
775
395
$17K ﹤0.01%
301
396
$17K ﹤0.01%
1,523
+277
397
$16K ﹤0.01%
138
-5
398
$16K ﹤0.01%
217
+44
399
$16K ﹤0.01%
24
+4
400
$16K ﹤0.01%
56
-6
14 15
16
17 18