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
$569M
AUM Growth
-$29.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,120
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$7.1M
3
+$7.01M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$6.78M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$5.79M

Top Sells

1
+$11.3M
2
+$10.5M
3
+$7.86M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$7.78M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$6.99M

Sector Composition

1 Technology 2.47%
2 Financials 2.44%
3 Energy 1.44%
4 Healthcare 1.3%
5 Consumer Discretionary 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$16K ﹤0.01%
782
402
$16K ﹤0.01%
132
403
$16K ﹤0.01%
1,389
+37
404
$16K ﹤0.01%
236
+37
405
$16K ﹤0.01%
239
+1
406
$16K ﹤0.01%
295
407
$16K ﹤0.01%
385
408
$16K ﹤0.01%
84
-3
409
$15K ﹤0.01%
+269
410
$15K ﹤0.01%
6
411
$15K ﹤0.01%
125
412
$15K ﹤0.01%
97
413
$15K ﹤0.01%
118
414
$15K ﹤0.01%
138
-38
415
$15K ﹤0.01%
987
+29
416
$15K ﹤0.01%
415
-144
417
$15K ﹤0.01%
30
418
$15K ﹤0.01%
35
-5
419
$15K ﹤0.01%
59
-27
420
$15K ﹤0.01%
+259
421
$15K ﹤0.01%
1,566
+143
422
$15K ﹤0.01%
1,426
+587
423
$15K ﹤0.01%
+2,262
424
$15K ﹤0.01%
47
425
$15K ﹤0.01%
778
+4
15 16
17
18 19