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
426
$15K ﹤0.01%
6,200
427
$14K ﹤0.01%
157
428
$14K ﹤0.01%
80
429
$14K ﹤0.01%
382
+77
430
$14K ﹤0.01%
199
431
$14K ﹤0.01%
139
+50
432
$14K ﹤0.01%
204
433
$14K ﹤0.01%
700
434
$14K ﹤0.01%
173
+34
435
$13K ﹤0.01%
55
+2
436
$13K ﹤0.01%
43
437
$13K ﹤0.01%
120
438
$13K ﹤0.01%
322
439
$13K ﹤0.01%
88
440
$13K ﹤0.01%
749
+85
441
$13K ﹤0.01%
977
-56
442
$13K ﹤0.01%
98
+15
443
$13K ﹤0.01%
518
444
$13K ﹤0.01%
106
445
$12K ﹤0.01%
159
446
$12K ﹤0.01%
71
447
$12K ﹤0.01%
1,000
448
$12K ﹤0.01%
44
+20
449
$12K ﹤0.01%
655
450
$12K ﹤0.01%
30
16 17
18
19 20