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
476
$14K ﹤0.01%
259
477
$14K ﹤0.01%
29
478
$14K ﹤0.01%
145
+14
479
$14K ﹤0.01%
1,227
+28
480
$14K ﹤0.01%
1,212
-354
481
$14K ﹤0.01%
343
-761
482
$14K ﹤0.01%
500
483
$13K ﹤0.01%
123
-84
484
$13K ﹤0.01%
1,000
485
$13K ﹤0.01%
88
486
$13K ﹤0.01%
+441
487
$13K ﹤0.01%
27
-8
488
$13K ﹤0.01%
44
+7
489
$13K ﹤0.01%
515
+221
490
$13K ﹤0.01%
+531
491
$13K ﹤0.01%
136
-40
492
$12K ﹤0.01%
40
-67
493
$12K ﹤0.01%
376
-28
494
$12K ﹤0.01%
29
495
$12K ﹤0.01%
174
-180
496
$12K ﹤0.01%
28
+6
497
$12K ﹤0.01%
191
498
$12K ﹤0.01%
225
499
$11K ﹤0.01%
209
-24
500
$11K ﹤0.01%
50
18 19
20
21 22