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
501
$9K ﹤0.01%
32
+4
502
$9K ﹤0.01%
90
503
$9K ﹤0.01%
39
504
$9K ﹤0.01%
209
+57
505
$9K ﹤0.01%
322
506
$9K ﹤0.01%
164
+73
507
$9K ﹤0.01%
65
+17
508
$9K ﹤0.01%
220
-214
509
$9K ﹤0.01%
150
510
$9K ﹤0.01%
1,000
511
$9K ﹤0.01%
185
512
$9K ﹤0.01%
833
-1,723
513
$9K ﹤0.01%
67
514
$9K ﹤0.01%
666
515
$9K ﹤0.01%
135
516
$9K ﹤0.01%
321
-105
517
$9K ﹤0.01%
1,077
+31
518
$9K ﹤0.01%
83
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519
$9K ﹤0.01%
1,131
-222
520
$9K ﹤0.01%
36
+10
521
$9K ﹤0.01%
305
522
$9K ﹤0.01%
250
-77,706
523
$9K ﹤0.01%
34
-10
524
$8K ﹤0.01%
181
+46
525
$8K ﹤0.01%
100
+25
19 20
21
22 23