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
$489M
AUM Growth
+$51.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,160
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$13.6M
3
+$9.9M
4
VT icon
Vanguard Total World Stock ETF
VT
+$9.14M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$8.83M

Top Sells

1
+$20.6M
2
+$13.5M
3
+$8.51M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$6.66M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$4.71M

Sector Composition

1 Financials 2.19%
2 Technology 2.04%
3 Healthcare 1.38%
4 Energy 1.36%
5 Consumer Staples 0.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$10K ﹤0.01%
31
+28
477
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144
478
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120
479
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4
480
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121
+31
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482
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128
483
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484
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485
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+18
486
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36
487
$10K ﹤0.01%
134
+29
488
$10K ﹤0.01%
420
+324
489
$10K ﹤0.01%
389
+302
490
$10K ﹤0.01%
341
+280
491
$10K ﹤0.01%
41
+4
492
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632
494
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488
495
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83
+33
496
$10K ﹤0.01%
418
497
$10K ﹤0.01%
36
498
$10K ﹤0.01%
355
499
$10K ﹤0.01%
225
+25
500
$10K ﹤0.01%
425
18 19
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