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
26
$6.54M 0.96%
111,534
+2,742
27
$4.61M 0.68%
96,706
-355
28
$4.18M 0.62%
24,388
-625
29
$3.7M 0.55%
26,507
-2,255
30
$3.64M 0.54%
26,974
-2,468
31
$3.6M 0.53%
13,852
-1,657
32
$3.42M 0.5%
30,922
-3,561
33
$3.34M 0.49%
81,694
-9,564
34
$3.1M 0.46%
26,646
-1,151
35
$2.89M 0.43%
24,871
36
$2.71M 0.4%
24,966
-2,468
37
$2.71M 0.4%
133,053
-2,319
38
$2.7M 0.4%
109,923
-22,140
39
$2.67M 0.39%
6,340
-76
40
$2.27M 0.33%
39,773
-67,914
41
$2.22M 0.33%
66,358
-6,020
42
$2.11M 0.31%
10,545
-176
43
$1.84M 0.27%
20,390
-3,910
44
$1.81M 0.27%
+15,633
45
$1.74M 0.26%
13,269
-15,410
46
$1.61M 0.24%
8,946
-1,388
47
$1.43M 0.21%
+20,151
48
$1.31M 0.19%
+15,601
49
$1.2M 0.18%
+19,370
50
$1.18M 0.17%
12,828
-1,887
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