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
376
$25K ﹤0.01%
231
+13
377
$24K ﹤0.01%
1,706
+1,656
378
$24K ﹤0.01%
778
379
$24K ﹤0.01%
849
380
$24K ﹤0.01%
2,224
+41
381
$24K ﹤0.01%
159
+98
382
$24K ﹤0.01%
+998
383
$24K ﹤0.01%
446
-34
384
$24K ﹤0.01%
94
+1
385
$24K ﹤0.01%
403
-141
386
$23K ﹤0.01%
53
-13
387
$23K ﹤0.01%
2,828
388
$23K ﹤0.01%
157
+1
389
$22K ﹤0.01%
39
-9
390
$22K ﹤0.01%
236
+47
391
$22K ﹤0.01%
150
392
$22K ﹤0.01%
221
+28
393
$22K ﹤0.01%
600
-500
394
$22K ﹤0.01%
166
-8
395
$22K ﹤0.01%
2,012
+23
396
$22K ﹤0.01%
1,785
-1,477
397
$22K ﹤0.01%
1,240
+48
398
$22K ﹤0.01%
947
+26
399
$22K ﹤0.01%
92
-17
400
$22K ﹤0.01%
380
+14
14 15
16
17 18