FMP

Financial Management Professionals Portfolio holdings

AUM $961M
1-Year Est. Return 15.51%
This Quarter Est. Return
1 Year Est. Return
+15.51%
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
1,133
New
Increased
Reduced
Closed

Top Buys

1
+$7.03M
2
+$3.81M
3
+$3.61M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$2.29M
5
ITB icon
iShares US Home Construction ETF
ITB
+$1.81M

Top Sells

1
+$7.27M
2
+$3.88M
3
+$2.14M
4
VOX icon
Vanguard Communication Services ETF
VOX
+$2.02M
5
LLY icon
Eli Lilly
LLY
+$1.2M

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
401
$22K ﹤0.01%
380
+14
402
$21K ﹤0.01%
248
403
$21K ﹤0.01%
210
-14
404
$21K ﹤0.01%
114
+29
405
$21K ﹤0.01%
1,000
406
$21K ﹤0.01%
327
-25
407
$21K ﹤0.01%
+1,584
408
$20K ﹤0.01%
230
-16
409
$20K ﹤0.01%
1,252
+38
410
$20K ﹤0.01%
666
411
$20K ﹤0.01%
371
412
$20K ﹤0.01%
+716
413
$19K ﹤0.01%
109
+22
414
$19K ﹤0.01%
352
415
$19K ﹤0.01%
6
416
$19K ﹤0.01%
148
+31
417
$19K ﹤0.01%
112
-20
418
$19K ﹤0.01%
1,480
+51
419
$19K ﹤0.01%
+172
420
$19K ﹤0.01%
49
-10
421
$19K ﹤0.01%
34
+3
422
$19K ﹤0.01%
281
+87
423
$19K ﹤0.01%
99
+1
424
$19K ﹤0.01%
502
425
$19K ﹤0.01%
1,997
15 16
17
18 19