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
451
$16K ﹤0.01%
725
+20
452
$16K ﹤0.01%
31
+1
453
$16K ﹤0.01%
136
-73
454
$16K ﹤0.01%
204
455
$16K ﹤0.01%
700
-175
456
$16K ﹤0.01%
58
+2
457
$16K ﹤0.01%
13
458
$16K ﹤0.01%
524
+6
459
$16K ﹤0.01%
+1,000
460
$15K ﹤0.01%
45
-2
461
$15K ﹤0.01%
80
-17
462
$15K ﹤0.01%
165
+3
463
$15K ﹤0.01%
419
+18
464
$15K ﹤0.01%
53
+23
465
$15K ﹤0.01%
61
-36
466
$15K ﹤0.01%
75
+1
467
$15K ﹤0.01%
315
+20
468
$15K ﹤0.01%
187
469
$15K ﹤0.01%
444
470
$15K ﹤0.01%
+555
471
$14K ﹤0.01%
61
472
$14K ﹤0.01%
55
+1
473
$14K ﹤0.01%
39
474
$14K ﹤0.01%
438
-966
475
$14K ﹤0.01%
793
+44
17 18
19
20 21