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
501
$11K ﹤0.01%
+190
502
$11K ﹤0.01%
390
+19
503
$11K ﹤0.01%
100
504
$11K ﹤0.01%
801
+98
505
$11K ﹤0.01%
16
+9
506
$11K ﹤0.01%
490
-100
507
$11K ﹤0.01%
949
+11
508
$11K ﹤0.01%
92
+62
509
$11K ﹤0.01%
25
510
$11K ﹤0.01%
25
+3
511
$11K ﹤0.01%
127
+65
512
$11K ﹤0.01%
1,271
-155
513
$11K ﹤0.01%
500
514
$11K ﹤0.01%
237
515
$10K ﹤0.01%
67
-21
516
$10K ﹤0.01%
113
+7
517
$10K ﹤0.01%
190
-81
518
$10K ﹤0.01%
96
519
$10K ﹤0.01%
68
+5
520
$10K ﹤0.01%
90
-1,251
521
$10K ﹤0.01%
633
522
$10K ﹤0.01%
150
523
$10K ﹤0.01%
197
524
$10K ﹤0.01%
500
525
$10K ﹤0.01%
504
+5
19 20
21
22 23