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
401
$16K ﹤0.01%
204
-1,991
402
$16K ﹤0.01%
376
-5
403
$16K ﹤0.01%
306
404
$16K ﹤0.01%
219
-439
405
$16K ﹤0.01%
478
406
$15K ﹤0.01%
72
+3
407
$15K ﹤0.01%
319
408
$15K ﹤0.01%
129
+28
409
$15K ﹤0.01%
236
410
$15K ﹤0.01%
470
411
$15K ﹤0.01%
109
412
$15K ﹤0.01%
840
+657
413
$15K ﹤0.01%
559
414
$15K ﹤0.01%
243
-45,198
415
$15K ﹤0.01%
52
416
$15K ﹤0.01%
302
+49
417
$15K ﹤0.01%
568
418
$14K ﹤0.01%
95
419
$14K ﹤0.01%
206
-89
420
$14K ﹤0.01%
352
421
$14K ﹤0.01%
311
+200
422
$14K ﹤0.01%
120
+8
423
$14K ﹤0.01%
480
+7
424
$14K ﹤0.01%
1,101
+27
425
$14K ﹤0.01%
1,278
+36
15 16
17
18 19