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
426
$18K ﹤0.01%
120
427
$18K ﹤0.01%
279
-377
428
$18K ﹤0.01%
119
+1
429
$18K ﹤0.01%
45
-50
430
$18K ﹤0.01%
415
431
$18K ﹤0.01%
86
432
$18K ﹤0.01%
375
433
$18K ﹤0.01%
400
434
$18K ﹤0.01%
6,200
435
$18K ﹤0.01%
1,092
436
$17K ﹤0.01%
281
437
$17K ﹤0.01%
1,318
+42
438
$17K ﹤0.01%
269
439
$17K ﹤0.01%
74
+3
440
$17K ﹤0.01%
20
-5
441
$17K ﹤0.01%
182
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442
$17K ﹤0.01%
96
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443
$17K ﹤0.01%
80
444
$17K ﹤0.01%
293
+4
445
$17K ﹤0.01%
200
446
$17K ﹤0.01%
1,203
447
$17K ﹤0.01%
+465
448
$16K ﹤0.01%
231
-117
449
$16K ﹤0.01%
89
-4
450
$16K ﹤0.01%
313
+5
16 17
18
19 20