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
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%
61
481
$14K ﹤0.01%
1,212
-354
482
$14K ﹤0.01%
343
-761
483
$14K ﹤0.01%
500
484
$13K ﹤0.01%
123
-84
485
$13K ﹤0.01%
1,000
486
$13K ﹤0.01%
88
487
$13K ﹤0.01%
+441
488
$13K ﹤0.01%
27
-8
489
$13K ﹤0.01%
44
+7
490
$13K ﹤0.01%
515
+221
491
$13K ﹤0.01%
+531
492
$13K ﹤0.01%
136
-40
493
$12K ﹤0.01%
40
-67
494
$12K ﹤0.01%
376
-28
495
$12K ﹤0.01%
29
496
$12K ﹤0.01%
174
-180
497
$12K ﹤0.01%
28
+6
498
$12K ﹤0.01%
191
499
$12K ﹤0.01%
225
500
$11K ﹤0.01%
+190
18 19
20
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