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
$679M
AUM Growth
+$64.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,134
New
Increased
Reduced
Closed

Top Buys

1
+$6.62M
2
+$3.81M
3
+$3.43M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$2.2M
5
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$1.75M

Top Sells

1
+$7.27M
2
+$2.14M
3
+$1.93M
4
LLY icon
Eli Lilly
LLY
+$1.1M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$761K

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%
415
427
$18K ﹤0.01%
86
428
$18K ﹤0.01%
375
429
$18K ﹤0.01%
120
430
$18K ﹤0.01%
279
-377
431
$18K ﹤0.01%
119
+1
432
$18K ﹤0.01%
400
433
$18K ﹤0.01%
6,200
434
$18K ﹤0.01%
1,092
435
$17K ﹤0.01%
1,318
+42
436
$17K ﹤0.01%
269
437
$17K ﹤0.01%
281
438
$17K ﹤0.01%
74
+3
439
$17K ﹤0.01%
20
-5
440
$17K ﹤0.01%
182
-7
441
$17K ﹤0.01%
96
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442
$17K ﹤0.01%
80
443
$17K ﹤0.01%
293
+4
444
$17K ﹤0.01%
200
445
$17K ﹤0.01%
1,203
446
$17K ﹤0.01%
+465
447
$16K ﹤0.01%
231
-117
448
$16K ﹤0.01%
89
-4
449
$16K ﹤0.01%
313
+5
450
$16K ﹤0.01%
77
+31
16 17
18
19 20