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
501
$11K ﹤0.01%
390
+19
502
$11K ﹤0.01%
100
503
$11K ﹤0.01%
209
-24
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%
50
509
$11K ﹤0.01%
92
+62
510
$11K ﹤0.01%
25
511
$11K ﹤0.01%
25
+3
512
$11K ﹤0.01%
127
+65
513
$11K ﹤0.01%
1,271
-155
514
$11K ﹤0.01%
500
515
$11K ﹤0.01%
237
516
$10K ﹤0.01%
633
517
$10K ﹤0.01%
67
-21
518
$10K ﹤0.01%
113
+7
519
$10K ﹤0.01%
190
-81
520
$10K ﹤0.01%
96
521
$10K ﹤0.01%
68
+5
522
$10K ﹤0.01%
90
-1,251
523
$10K ﹤0.01%
150
524
$10K ﹤0.01%
197
525
$10K ﹤0.01%
500
19 20
21
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