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
$569M
AUM Growth
-$29.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,120
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$7.1M
3
+$7.01M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$6.78M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$5.79M

Top Sells

1
+$11.3M
2
+$10.5M
3
+$7.86M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$7.78M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$6.99M

Sector Composition

1 Technology 2.47%
2 Financials 2.44%
3 Energy 1.44%
4 Healthcare 1.3%
5 Consumer Discretionary 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$7K ﹤0.01%
49
527
$7K ﹤0.01%
67
528
$7K ﹤0.01%
42
529
$7K ﹤0.01%
49
+5
530
$7K ﹤0.01%
176
-24
531
$7K ﹤0.01%
70
532
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222
533
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80
+45
534
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535
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84
536
$7K ﹤0.01%
36
-6
537
$7K ﹤0.01%
46
-34
538
$7K ﹤0.01%
356
539
$7K ﹤0.01%
+66
540
$7K ﹤0.01%
400
541
$7K ﹤0.01%
22
542
$7K ﹤0.01%
219
+183
543
$7K ﹤0.01%
292
544
$7K ﹤0.01%
127
-278
545
$7K ﹤0.01%
33
546
$7K ﹤0.01%
232
547
$7K ﹤0.01%
63
548
$7K ﹤0.01%
29
-5
549
$6K ﹤0.01%
185
550
$6K ﹤0.01%
443
20 21
22
23 24