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
451
$16K ﹤0.01%
77
+31
452
$16K ﹤0.01%
725
+20
453
$16K ﹤0.01%
31
+1
454
$16K ﹤0.01%
136
-73
455
$16K ﹤0.01%
204
456
$16K ﹤0.01%
700
-175
457
$16K ﹤0.01%
58
+2
458
$16K ﹤0.01%
13
459
$16K ﹤0.01%
524
+6
460
$16K ﹤0.01%
+1,000
461
$15K ﹤0.01%
45
-2
462
$15K ﹤0.01%
80
-17
463
$15K ﹤0.01%
165
+3
464
$15K ﹤0.01%
419
+18
465
$15K ﹤0.01%
53
+23
466
$15K ﹤0.01%
61
-36
467
$15K ﹤0.01%
75
+1
468
$15K ﹤0.01%
315
+20
469
$15K ﹤0.01%
187
470
$15K ﹤0.01%
444
471
$15K ﹤0.01%
+555
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